Daymark Wealth Partners’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 | $651K | Buy |
8,328
+157
| +2% | +$12.3K | 0.02% | 312 |
|
|
2025
Q1 | $592K | Buy |
8,171
+58
| +0.7% | +$4.2K | 0.03% | 308 |
|
|
2024
Q4 | $601K | Sell |
8,113
-414
| -5% | -$30.6K | 0.03% | 296 |
|
|
2024
Q3 | $563K | Sell |
8,527
-6
| -0.1% | -$396 | 0.02% | 315 |
|
|
2024
Q2 | $788K | Buy |
8,533
+656
| +8% | +$60.6K | 0.04% | 272 |
|
|
2024
Q1 | $753K | Sell |
7,877
-7
| -0.1% | -$669 | 0.04% | 230 |
|
|
2023
Q4 | $601K | Buy |
7,884
+3,707
| +89% | +$283K | 0.04% | 240 |
|
|
2023
Q3 | $289K | Buy |
4,177
+334
| +9% | +$23.1K | 0.02% | 313 |
|
|
2023
Q2 | $363K | Buy |
3,843
+1,380
| +56% | +$130K | 0.03% | 276 |
|
|
2023
Q1 | $204K | Buy |
+2,463
| New | +$204K | 0.03% | 281 |
|