Avondale 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-240
| Closed | -$27K | – | 109 |
|
|
2021
Q3 | $27K | Hold |
240
| – | – | 0.03% | 83 |
|
|
2021
Q2 | $25K | Hold |
240
| – | – | 0.02% | 86 |
|
|
2021
Q1 | $20K | Hold |
240
| – | – | 0.02% | 85 |
|
|
2020
Q4 | $22K | Hold |
240
| – | – | 0.03% | 78 |
|
|
2020
Q3 | $19K | Hold |
240
| – | – | 0.03% | 76 |
|
|
2020
Q2 | $17K | Hold |
240
| – | – | 0.02% | 72 |
|
|
2020
Q1 | $15K | Hold |
240
| – | – | 0.02% | 77 |
|
|
2019
Q4 | $19K | Hold |
240
| – | – | 0.03% | 75 |
|
|
2019
Q3 | $18K | Sell |
240
-120
| -33% | -$9K | 0.03% | 75 |
|
|
2019
Q2 | $22K | Hold |
360
| – | – | 0.02% | 76 |
|
|
2019
Q1 | $23K | Buy |
360
+120
| +50% | +$7.67K | 0.02% | 74 |
|
|
2018
Q4 | $12K | Buy |
+240
| New | +$12K | 0.01% | 90 |
|