Fiduciary Alliance’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-34,379
| Closed | -$3.14M | – | 258 |
|
|
2024
Q2 | $3.14M | Sell |
34,379
-276
| -0.8% | -$25.2K | 0.51% | 57 |
|
|
2024
Q1 | $3.27M | Sell |
34,655
-1,874
| -5% | -$177K | 0.58% | 50 |
|
|
2023
Q4 | $2.79M | Sell |
36,529
-1,742
| -5% | -$133K | 0.55% | 51 |
|
|
2023
Q3 | $2.65M | Sell |
38,271
-1,093
| -3% | -$75.7K | 0.61% | 43 |
|
|
2023
Q2 | $3.71M | Buy |
39,364
+4,243
| +12% | +$400K | 0.8% | 38 |
|
|
2023
Q1 | $2.91M | Buy |
35,121
+103
| +0.3% | +$8.52K | 0.73% | 41 |
|
|
2022
Q4 | $2.61M | Buy |
+35,018
| New | +$2.61M | 0.68% | 47 |
|