Clearstead Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $459K | Buy |
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|
2025
Q2 | $417K | Buy |
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|
2025
Q1 | $173K | Buy |
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|
2024
Q4 | $156K | Sell |
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|
2024
Q3 | $173K | Sell |
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|
2024
Q2 | $405K | Sell |
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|
2024
Q1 | $487K | Sell |
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|
2023
Q4 | $470K | Sell |
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|
2023
Q3 | $993K | Buy |
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|
2023
Q2 | $530K | Hold |
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|
2023
Q1 | $465K | Buy |
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|
2022
Q4 | $297K | Buy |
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|
2022
Q3 | $236K | Sell |
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|
2022
Q2 | $277K | Sell |
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|
2022
Q1 | $465K | Buy |
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|
2021
Q4 | $375K | Sell |
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|
2021
Q3 | $350K | Sell |
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|
2021
Q2 | $331K | Buy |
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|
2021
Q1 | $257K | Buy |
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|
2020
Q4 | $268K | Hold |
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|
2020
Q3 | $234K | Buy |
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|
2020
Q2 | $172K | Hold |
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|
2020
Q1 | $156K | Buy |
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