CWM
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Chesapeake Wealth Management’s Edwards Lifesciences EW Stock Holding History

Chesapeake Wealth Management’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,480
Closed -$202K – 190
2018
Q3 		$202K Buy
+3,480
New +$170K 0.09% 187

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Chesapeake Wealth Management's EW Position: Q4 2018 in Review

Chesapeake Wealth Management sold out of Edwards Lifesciences (EW) in Q4 2018, closing a stake of 3,480 shares — an estimated $202K sold.

Chesapeake Wealth Management first reported a position in EW in Q3 2018 and held it in 1 quarter. The position peaked at $202K in Q3 2018. 874 funds tracked by Wall St. Rank hold EW as of Q4 2018.

  • Chesapeake Wealth Management reported no remaining Edwards Lifesciences position as of Q4 2018 after selling out during the quarter.
  • Chesapeake Wealth Management sold 3,480 Edwards Lifesciences shares in Q4 2018, an estimated $202K.
  • Chesapeake Wealth Management first reported a position in Edwards Lifesciences in Q3 2018 and held it in 1 quarter.
  • Chesapeake Wealth Management's Edwards Lifesciences position peaked at $202K in Q3 2018.
  • 874 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q4 2018.

Based on Chesapeake Wealth Management's 13F filing for Q4 2018, filed 6 Feb 2019.