CWM
EW icon

Concert Wealth Management’s Edwards Lifesciences EW Stock Holding History

Concert Wealth Management’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-10,965
Closed -$343K – 238
2017
Q1 		$343K Hold
10,965
– – 0.08% 327
2016
Q4 		$343K Sell
10,965
-222
-2% -$7.19K 0.08% 323
2016
Q3 		$447K Sell
11,187
-1,296
-10% -$48.8K 0.05% 399
2016
Q2 		$416K Sell
12,483
-342
-3% -$11.7K 0.06% 381
2016
Q1 		$379K Sell
12,825
-1,029
-7% -$28.4K 0.05% 408
2015
Q4 		$366K Sell
13,854
-66
-0.5% -$1.71K 0.05% 426
2015
Q3 		$328K Buy
13,920
+1,704
+14% +$41.1K 0.04% 458
2015
Q2 		$289K Buy
+12,216
New +$276K 0.04% 509

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