BSW Wealth Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,592
| Closed | -$214K | – | 316 |
|
|
2022
Q3 | $214K | Buy |
2,592
+283
| +12% | +$23.4K | 0.05% | 246 |
|
|
2022
Q2 | $220K | Sell |
2,309
-177
| -7% | -$16.9K | 0.05% | 243 |
|
|
2022
Q1 | $293K | Buy |
2,486
+326
| +15% | +$38.4K | 0.07% | 205 |
|
|
2021
Q4 | $280K | Buy |
2,160
+258
| +14% | +$33.4K | 0.07% | 205 |
|
|
2021
Q3 | $215K | Buy |
+1,902
| New | +$215K | 0.06% | 228 |
|