Cherry Tree 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.03K | Sell |
26
-116
| -82% | -$9.08K | ﹤0.01% | 532 |
|
|
2025
Q1 | $10.3K | Hold |
142
| – | – | ﹤0.01% | 415 |
|
|
2024
Q4 | $10.5K | Hold |
142
| – | – | ﹤0.01% | 408 |
|
|
2024
Q3 | $9.37K | Hold |
142
| – | – | ﹤0.01% | 426 |
|
|
2024
Q2 | $13.1K | Buy |
142
+86
| +154% | +$7.94K | ﹤0.01% | 367 |
|
|
2024
Q1 | $5.35K | Buy |
56
+30
| +115% | +$2.87K | ﹤0.01% | 433 |
|
|
2023
Q4 | $1.98K | Hold |
26
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $1.8K | Hold |
26
| – | – | ﹤0.01% | 491 |
|
|
2023
Q2 | $2.45K | Buy |
+26
| New | +$2.45K | ﹤0.01% | 472 |
|