Clay Northam 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
Q3 | – | Sell |
-2,400
| Closed | -$222K | – | 93 |
|
|
2024
Q2 | $222K | Hold |
2,400
| – | – | 0.17% | 75 |
|
|
2024
Q1 | $229K | Buy |
+2,400
| New | +$229K | 0.18% | 76 |
|
|
2023
Q3 | – | Sell |
-2,400
| Closed | -$226K | – | 79 |
|
|
2023
Q2 | $226K | Buy |
+2,400
| New | +$226K | 0.22% | 69 |
|
|
2022
Q3 | – | Sell |
-2,400
| Closed | -$228K | – | 82 |
|
|
2022
Q2 | $228K | Hold |
2,400
| – | – | 0.28% | 68 |
|
|
2022
Q1 | $283K | Hold |
2,400
| – | – | 0.29% | 64 |
|
|
2021
Q4 | $311K | Buy |
+2,400
| New | +$311K | 0.29% | 64 |
|