Avior Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-493
| Closed | -$36.5K | – | 1251 |
|
|
2024
Q4 | $36.5K | Sell |
493
-37
| -7% | -$2.74K | ﹤0.01% | 1242 |
|
|
2024
Q3 | $35K | Buy |
530
+308
| +139% | +$20.3K | ﹤0.01% | 1246 |
|
|
2024
Q2 | $20.5K | Sell |
222
-1,161
| -84% | -$107K | ﹤0.01% | 1342 |
|
|
2024
Q1 | $132K | Buy |
1,383
+1,263
| +1,053% | +$121K | 0.01% | 850 |
|
|
2023
Q4 | $9.15K | Hold |
120
| – | – | ﹤0.01% | 1007 |
|
|
2023
Q3 | $8.31K | Buy |
120
+87
| +264% | +$6.03K | ﹤0.01% | 1071 |
|
|
2023
Q2 | $3.11K | Hold |
33
| – | – | ﹤0.01% | 1290 |
|
|
2023
Q1 | $2.73K | Sell |
33
-16
| -33% | -$1.32K | ﹤0.01% | 1359 |
|
|
2022
Q4 | $3.66K | Hold |
49
| – | – | ﹤0.01% | 993 |
|
|
2022
Q3 | $4K | Hold |
49
| – | – | ﹤0.01% | 957 |
|
|
2022
Q2 | $4K | Hold |
49
| – | – | ﹤0.01% | 878 |
|
|
2022
Q1 | $5K | Hold |
49
| – | – | ﹤0.01% | 902 |
|
|
2021
Q4 | $6K | Sell |
49
-7
| -13% | -$857 | ﹤0.01% | 862 |
|
|
2021
Q3 | $6K | Buy |
56
+2
| +4% | +$214 | ﹤0.01% | 823 |
|
|
2021
Q2 | $5K | Hold |
54
| – | – | ﹤0.01% | 818 |
|
|
2021
Q1 | $4K | Hold |
54
| – | – | ﹤0.01% | 852 |
|
|
2020
Q4 | $4K | Buy |
54
+33
| +157% | +$2.44K | ﹤0.01% | 807 |
|
|
2020
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 870 |
|
|
2020
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 843 |
|
|
2020
Q1 | $1K | Hold |
21
| – | – | ﹤0.01% | 721 |
|
|
2019
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 748 |
|
|
2019
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 717 |
|
|
2019
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 778 |
|
|
2017
Q1 | – | Sell |
-3,000
| Closed | -$94K | – | 498 |
|
|
2016
Q4 | $94K | Hold |
3,000
| – | – | 0.04% | 172 |
|
|
2016
Q3 | $121K | Hold |
3,000
| – | – | 0.05% | 160 |
|
|
2016
Q2 | $100K | Buy |
+3,000
| New | +$100K | 0.04% | 155 |
|