Circle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-2,067
| Closed | -$243K | – | 167 |
|
|
2022
Q1 | $243K | Hold |
2,067
| – | – | 0.03% | 171 |
|
|
2021
Q4 | $268K | Hold |
2,067
| – | – | 0.04% | 173 |
|
|
2021
Q3 | $234K | Sell |
2,067
-2,475
| -54% | -$280K | 0.03% | 165 |
|
|
2021
Q2 | $470K | Buy |
4,542
+8
| +0.2% | +$828 | 0.07% | 135 |
|
|
2021
Q1 | $379K | Hold |
4,534
| – | – | 0.06% | 131 |
|
|
2020
Q4 | $414K | Buy |
+4,534
| New | +$414K | 0.06% | 162 |
|