CreativeOne Wealth’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 | $211K | Buy |
+2,693
| New | +$211K | 0.01% | 1041 |
|
|
2025
Q1 | – | Sell |
-2,715
| Closed | -$201K | – | 1092 |
|
|
2024
Q4 | $201K | Buy |
+2,715
| New | +$201K | 0.01% | 1019 |
|
|
2024
Q1 | – | Sell |
-5,445
| Closed | -$415K | – | 883 |
|
|
2023
Q4 | $415K | Sell |
5,445
-1,177
| -18% | -$89.7K | 0.03% | 413 |
|
|
2023
Q3 | $459K | Sell |
6,622
-2,556
| -28% | -$177K | 0.03% | 348 |
|
|
2023
Q2 | $866K | Sell |
9,178
-3,571
| -28% | -$337K | 0.04% | 354 |
|
|
2023
Q1 | $1.06M | Buy |
12,749
+1,052
| +9% | +$87.1K | 0.05% | 297 |
|
|
2022
Q4 | $873K | Sell |
11,697
-275
| -2% | -$20.5K | 0.05% | 306 |
|
|
2022
Q3 | $989K | Buy |
11,972
+282
| +2% | +$23.3K | 0.06% | 263 |
|
|
2022
Q2 | $1.11M | Sell |
11,690
-5,099
| -30% | -$485K | 0.06% | 242 |
|
|
2022
Q1 | $1.98M | Buy |
16,789
+736
| +5% | +$86.6K | 0.1% | 163 |
|
|
2021
Q4 | $2.08M | Buy |
16,053
+2,190
| +16% | +$284K | 0.1% | 181 |
|
|
2021
Q3 | $1.57M | Buy |
13,863
+4,796
| +53% | +$543K | 0.09% | 191 |
|
|
2021
Q2 | $939K | Buy |
9,067
+1,794
| +25% | +$186K | 0.06% | 264 |
|
|
2021
Q1 | $609K | Buy |
+7,273
| New | +$609K | 0.05% | 299 |
|
|
2020
Q4 | – | Sell |
-2,482
| Closed | -$198K | – | 505 |
|
|
2020
Q3 | $198K | Buy |
+2,482
| New | +$198K | 0.03% | 258 |
|