CWM
Compass Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-264
| Closed | -$24.4K | – | 400 |
|
|
2024
Q2 | $24.4K | Buy |
+264
| New | +$24.4K | 0.01% | 312 |
|
|
2023
Q4 | – | Sell |
-264
| Closed | -$18.3K | – | 391 |
|
|
2023
Q3 | $18.3K | Buy |
+264
| New | +$18.3K | 0.01% | 321 |
|
|
2023
Q2 | – | Sell |
-414
| Closed | -$34.3K | – | 417 |
|
|
2023
Q1 | $34.3K | Hold |
414
| – | – | 0.01% | 278 |
|
|
2022
Q4 | $30.9K | Buy |
+414
| New | +$30.9K | 0.01% | 281 |
|