CWM
Confluence Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $1.17M | Sell |
5,323
-12,468
| -70% | -$2.74M | 0.57% | 42 |
|
|
2020
Q2 | $1.23M | Buy |
17,791
+12,095
| +212% | +$836K | 0.58% | 46 |
|
|
2020
Q1 | $1.07M | Buy |
5,696
+435
| +8% | +$82K | 0.6% | 46 |
|
|
2019
Q4 | $1.23M | Sell |
5,261
-62
| -1% | -$14.5K | 0.57% | 42 |
|
|
2019
Q3 | $1.17M | Buy |
5,323
+51
| +1% | +$11.2K | 0.57% | 42 |
|
|
2019
Q2 | $974K | Hold |
5,272
| – | – | 0.48% | 49 |
|
|
2019
Q1 | $1.01M | Buy |
5,272
+43
| +0.8% | +$8.23K | 0.5% | 47 |
|
|
2018
Q4 | $801K | Sell |
5,229
-136
| -3% | -$20.8K | 0.45% | 58 |
|
|
2018
Q3 | $934K | Sell |
5,365
-78
| -1% | -$13.6K | 0.48% | 54 |
|
|
2018
Q2 | $792K | Buy |
5,443
+73
| +1% | +$10.6K | 0.42% | 59 |
|
|
2018
Q1 | $749K | Buy |
5,370
+2,299
| +75% | +$321K | 0.38% | 59 |
|
|
2017
Q4 | $346K | Buy |
+3,071
| New | +$346K | 0.16% | 98 |
|