EWA
Exencial Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $11.4M | Sell |
145,964
-6,923
| -5% | -$541K | 0.4% | 80 |
|
|
2025
Q1 | $11.1M | Buy |
152,887
+74
| +0% | +$5.36K | 0.41% | 77 |
|
|
2024
Q4 | $11.3M | Sell |
152,813
-3,207
| -2% | -$237K | 0.41% | 69 |
|
|
2024
Q3 | $10.3M | Buy |
156,020
+146,477
| +1,535% | +$9.67M | 0.37% | 86 |
|
|
2024
Q2 | $881K | Sell |
9,543
-917
| -9% | -$84.7K | 0.03% | 284 |
|
|
2024
Q1 | $1,000K | Buy |
+10,460
| New | +$1,000K | 0.04% | 274 |
|
|
2021
Q3 | – | Sell |
-2,527
| Closed | -$262K | – | 359 |
|
|
2021
Q2 | $262K | Buy |
2,527
+27
| +1% | +$2.8K | 0.01% | 394 |
|
|
2021
Q1 | $209K | Buy |
2,500
+145
| +6% | +$12.1K | 0.01% | 414 |
|
|
2020
Q4 | $215K | Buy |
+2,355
| New | +$215K | 0.01% | 352 |
|
|
2020
Q2 | – | Sell |
-1,125
| Closed | -$212K | – | 324 |
|
|
2020
Q1 | $212K | Sell |
1,125
-256
| -19% | -$48.2K | 0.04% | 223 |
|
|
2019
Q4 | $322K | Hold |
1,381
| – | – | 0.06% | 202 |
|
|
2019
Q3 | $304K | Sell |
1,381
-37
| -3% | -$8.15K | 0.07% | 197 |
|
|
2019
Q2 | $262K | Buy |
+1,418
| New | +$262K | 0.06% | 192 |
|