Evolution 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-224
| Closed | -$25K | – | 315 |
|
|
2021
Q3 | $25K | Sell |
224
-228
| -50% | -$25.4K | 0.01% | 291 |
|
|
2021
Q2 | $47K | Hold |
452
| – | – | 0.01% | 218 |
|
|
2021
Q1 | $38K | Buy |
452
+69
| +18% | +$5.8K | 0.01% | 222 |
|
|
2020
Q4 | $35K | Buy |
383
+44
| +13% | +$4.02K | 0.01% | 206 |
|
|
2020
Q3 | $27K | Hold |
339
| – | – | 0.01% | 240 |
|
|
2020
Q2 | $23K | Buy |
339
+93
| +38% | +$6.31K | 0.01% | 196 |
|
|
2020
Q1 | $15K | Sell |
246
-114
| -32% | -$6.95K | 0.01% | 173 |
|
|
2019
Q4 | $28K | Buy |
360
+327
| +991% | +$25.4K | 0.01% | 192 |
|
|
2019
Q3 | $2K | Sell |
33
-435
| -93% | -$26.4K | ﹤0.01% | 404 |
|
|
2019
Q2 | $29K | Buy |
+468
| New | +$29K | 0.01% | 108 |
|