Confluence Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.17M | Sell |
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|
2020
Q2 | $1.23M | Buy |
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|
2020
Q1 | $1.07M | Buy |
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|
2019
Q4 | $1.23M | Sell |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $974K | Hold |
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|
2019
Q1 | $1.01M | Buy |
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|
2018
Q4 | $801K | Sell |
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|
2018
Q3 | $934K | Sell |
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|
2018
Q2 | $792K | Buy |
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|
2018
Q1 | $749K | Buy |
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|
2017
Q4 | $346K | Buy |
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