Cassady Schiller 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $34.4K | Buy |
465
+45
| +11% | +$3.33K | 0.01% | 235 |
|
|
2024
Q3 | $27.7K | Hold |
420
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $38.8K | Sell |
420
-300
| -42% | -$27.7K | 0.02% | 220 |
|
|
2024
Q1 | $68.8K | Sell |
720
-375
| -34% | -$35.8K | 0.03% | 183 |
|
|
2023
Q4 | $83.5K | Hold |
1,095
| – | – | 0.04% | 163 |
|
|
2023
Q3 | $75.9K | Hold |
1,095
| – | – | 0.04% | 162 |
|
|
2023
Q2 | $103K | Hold |
1,095
| – | – | 0.06% | 143 |
|
|
2023
Q1 | $90.6K | Hold |
1,095
| – | – | 0.04% | 147 |
|
|
2022
Q4 | $81.7K | Buy |
+1,095
| New | +$81.7K | 0.05% | 150 |
|
|
2022
Q1 | – | Sell |
-1,109
| Closed | -$144K | – | 271 |
|
|
2021
Q4 | $144K | Buy |
+1,109
| New | +$144K | 0.09% | 117 |
|