ERTS Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-2,847
| Closed | -$221K | – | 85 |
|
|
2019
Q4 | $221K | Sell |
2,847
-276
| -9% | -$21.4K | 0.1% | 77 |
|
|
2019
Q3 | $229K | Sell |
3,123
-270
| -8% | -$19.8K | 0.12% | 73 |
|
|
2019
Q2 | $209K | Hold |
3,393
| – | – | 0.12% | 81 |
|
|
2019
Q1 | $216K | Buy |
3,393
+1,500
| +79% | +$95.5K | 0.13% | 78 |
|
|
2018
Q4 | $97K | Buy |
+1,893
| New | +$97K | 0.07% | 123 |
|