Atlantic Private Wealth’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $462K | Hold |
5,910
| – | – | 0.31% | 32 |
|
|
2025
Q1 | $428K | Hold |
5,910
| – | – | 0.32% | 39 |
|
|
2024
Q4 | $438K | Hold |
5,910
| – | – | 0.33% | 30 |
|
|
2024
Q3 | $390K | Buy |
+5,910
| New | +$390K | 0.3% | 30 |
|
|
2023
Q1 | – | Sell |
-5,910
| Closed | -$441K | – | 96 |
|
|
2022
Q4 | $441K | Hold |
5,910
| – | – | 0.47% | 25 |
|
|
2022
Q3 | $488K | Hold |
5,910
| – | – | 0.55% | 19 |
|
|
2022
Q2 | $562K | Hold |
5,910
| – | – | 0.58% | 18 |
|
|
2022
Q1 | $696K | Buy |
+5,910
| New | +$696K | 0.66% | 16 |
|