BerganKDV 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $1.13K | Sell |
12
-27
| -69% | -$2.55K | ﹤0.01% | 743 |
|
|
2023
Q1 | $3.23K | Hold |
39
| – | – | ﹤0.01% | 760 |
|
|
2022
Q4 | $2.91K | Sell |
39
-3
| -7% | -$224 | ﹤0.01% | 757 |
|
|
2022
Q3 | $3K | Sell |
42
-120
| -74% | -$8.57K | ﹤0.01% | 753 |
|
|
2022
Q2 | $15K | Buy |
162
+1
| +0.6% | +$93 | ﹤0.01% | 523 |
|
|
2022
Q1 | $19K | Buy |
161
+2
| +1% | +$236 | ﹤0.01% | 516 |
|
|
2021
Q4 | $21K | Hold |
159
| – | – | ﹤0.01% | 538 |
|
|
2021
Q3 | $18K | Hold |
159
| – | – | ﹤0.01% | 543 |
|
|
2021
Q2 | $16K | Hold |
159
| – | – | ﹤0.01% | 541 |
|
|
2021
Q1 | $13K | Sell |
159
-12
| -7% | -$981 | ﹤0.01% | 540 |
|
|
2020
Q4 | $16K | Buy |
171
+120
| +235% | +$11.2K | ﹤0.01% | 504 |
|
|
2020
Q3 | $4K | Sell |
51
-51
| -50% | -$4K | ﹤0.01% | 605 |
|
|
2020
Q2 | $7K | Sell |
102
-3
| -3% | -$206 | ﹤0.01% | 581 |
|
|
2020
Q1 | $7K | Buy |
105
+12
| +13% | +$800 | ﹤0.01% | 529 |
|
|
2019
Q4 | $7K | Buy |
+93
| New | +$7K | ﹤0.01% | 559 |
|