Clearstead Trust’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 | $1.88K | Sell |
24
-1,689
| -99% | -$132K | ﹤0.01% | 976 |
|
|
2025
Q1 | $124K | Hold |
1,713
| – | – | 0.03% | 191 |
|
|
2024
Q4 | $127K | Hold |
1,713
| – | – | 0.03% | 184 |
|
|
2024
Q3 | $113K | Hold |
1,713
| – | – | 0.03% | 176 |
|
|
2024
Q2 | $158K | Hold |
1,713
| – | – | 0.04% | 146 |
|
|
2024
Q1 | $164K | Hold |
1,713
| – | – | 0.04% | 151 |
|
|
2023
Q4 | $131K | Buy |
+1,713
| New | +$131K | 0.04% | 181 |
|
|
2023
Q1 | – | Sell |
-1,047
| Closed | -$78K | – | 381 |
|
|
2022
Q4 | $78K | Buy |
+1,047
| New | +$78K | 0.03% | 201 |
|