BWA
BDO Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-36
| Closed | -$3K | – | 1140 |
|
2021
Q1 | $3K | Sell |
36
-24
| -40% | -$2K | ﹤0.01% | 930 |
|
2020
Q4 | $5K | Hold |
60
| – | – | ﹤0.01% | 633 |
|
2020
Q3 | $5K | Buy |
60
+36
| +150% | +$3K | ﹤0.01% | 554 |
|
2020
Q2 | $2K | Buy |
24
+16
| +200% | +$1.33K | ﹤0.01% | 617 |
|
2020
Q1 | $2K | Buy |
+8
| New | +$2K | ﹤0.01% | 667 |
|
2019
Q3 | – | Sell |
-100
| Closed | -$18K | – | 629 |
|
2019
Q2 | $18K | Sell |
100
-300
| -75% | -$54K | ﹤0.01% | 395 |
|
2019
Q1 | $77K | Hold |
400
| – | – | 0.02% | 240 |
|
2018
Q4 | $61K | Hold |
400
| – | – | 0.02% | 243 |
|
2018
Q3 | $70K | Hold |
400
| – | – | 0.02% | 255 |
|
2018
Q2 | $58K | Hold |
400
| – | – | 0.02% | 269 |
|
2018
Q1 | $56K | Hold |
400
| – | – | 0.02% | 235 |
|
2017
Q4 | $45K | Hold |
400
| – | – | 0.02% | 222 |
|
2017
Q3 | $44K | Hold |
400
| – | – | 0.02% | 211 |
|
2017
Q2 | $47K | Buy |
+400
| New | +$47K | 0.02% | 240 |
|