Curi 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
|
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|
2023
Q4 | $303K | Sell |
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|
2023
Q3 | $276K | Sell |
|
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|
2023
Q2 | $381K | Hold |
|
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|
2023
Q1 | $334K | Sell |
|
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|
2022
Q4 | $301K | Buy |
|
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|
2022
Q3 | $334K | Hold |
|
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|
2022
Q2 | $384K | Buy |
|
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|
2022
Q1 | $466K | Hold |
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|
2021
Q4 | $513K | Hold |
|
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|
2021
Q3 | $448K | Sell |
|
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|
2021
Q2 | $472K | Hold |
|
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|
2021
Q1 | $381K | Hold |
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|
2020
Q4 | $416K | Buy |
|