Curi Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,980
| Closed | -$303K | – | 47 |
|
|
2023
Q4 | $303K | Sell |
3,980
-3
| -0.1% | -$229 | 0.04% | 121 |
|
|
2023
Q3 | $276K | Sell |
3,983
-57
| -1% | -$3.95K | 0.04% | 122 |
|
|
2023
Q2 | $381K | Hold |
4,040
| – | – | 0.05% | 109 |
|
|
2023
Q1 | $334K | Sell |
4,040
-1
| -0% | -$83 | 0.05% | 113 |
|
|
2022
Q4 | $301K | Buy |
4,041
+2
| +0% | +$149 | 0.04% | 143 |
|
|
2022
Q3 | $334K | Hold |
4,039
| – | – | 0.06% | 125 |
|
|
2022
Q2 | $384K | Buy |
4,039
+77
| +2% | +$7.32K | 0.07% | 75 |
|
|
2022
Q1 | $466K | Hold |
3,962
| – | – | 0.08% | 65 |
|
|
2021
Q4 | $513K | Hold |
3,962
| – | – | 0.09% | 67 |
|
|
2021
Q3 | $448K | Sell |
3,962
-602
| -13% | -$68.1K | 0.21% | 45 |
|
|
2021
Q2 | $472K | Hold |
4,564
| – | – | 0.24% | 45 |
|
|
2021
Q1 | $381K | Hold |
4,564
| – | – | 0.24% | 50 |
|
|
2020
Q4 | $416K | Buy |
+4,564
| New | +$416K | 0.3% | 41 |
|