Financial Architects (New Jersey)’s Edwards Lifesciences EW Stock Holding History

Financial Architects (New Jersey)’s Portfolio EW Stock Details EW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q2	$255K	Hold	2,700	–	–	0.04%	286
2023 Q1	$223K	Sell	2,700 -193	-7%	-$16K	0.04%	299
2022 Q4	$216K	Buy	2,893 +141	+5%	+$10.5K	0.04%	309
2022 Q3	$227K	Buy	+2,752	New	+$227K	0.04%	284
2022 Q2	–	Sell	-2,700	Closed	-$318K	–	94
2022 Q1	$318K	Sell	2,700 -100	-4%	-$11.8K	0.05%	258
2021 Q4	$363K	Buy	2,800 +100	+4%	+$13K	0.05%	244
2021 Q3	$306K	Hold	2,700	–	–	0.04%	260
2021 Q2	$280K	Hold	2,700	–	–	0.04%	282
2021 Q1	$226K	Hold	2,700	–	–	0.04%	306
2020 Q4	$246K	Hold	2,700	–	–	0.05%	254
2020 Q3	$216K	Hold	2,700	–	–	0.05%	253
2020 Q2	$187K	Hold	2,700	–	–	0.04%	254
2020 Q1	$170K	Hold	2,700	–	–	0.05%	235
2019 Q4	$210K	Hold	2,700	–	–	0.05%	235
2019 Q3	$198K	Hold	2,700	–	–	0.05%	228
2019 Q2	$166K	Hold	2,700	–	–	0.03%	260
2019 Q1	$172K	Hold	2,700	–	–	0.03%	308
2018 Q4	$138K	Sell	2,700 -300	-10%	-$15.3K	0.03%	313
2018 Q3	$174K	Buy	3,000 +300	+11%	+$17.4K	0.03%	303
2018 Q2	$131K	Hold	2,700	–	–	0.02%	353
2018 Q1	$126K	Sell	2,700 -2,559	-49%	-$119K	0.02%	361
2017 Q4	$198K	Buy	5,259 +420	+9%	+$15.8K	0.03%	296
2017 Q3	$176K	Buy	4,839 +15	+0.3%	+$546	0.03%	328
2017 Q2	$190K	Buy	4,824 +9	+0.2%	+$354	0.03%	297
2017 Q1	$151K	Sell	4,815 -2,601	-35%	-$81.6K	0.03%	332
2016 Q4	$232K	Sell	7,416 -1,044	-12%	-$32.7K	0.05%	226
2016 Q3	$340K	Buy	8,460 +3,369	+66%	+$135K	0.09%	175
2016 Q2	$169K	Buy	5,091 +1,425	+39%	+$47.3K	0.05%	274
2016 Q1	$108K	Buy	+3,666	New	+$108K	0.04%	259
2015 Q3	–	Sell	-3,636	Closed	-$86K	–	429
2015 Q2	$86K	Sell	3,636 -600	-14%	-$14.2K	0.03%	323
2015 Q1	$101K	Sell	4,236 -564	-12%	-$13.4K	0.04%	284
2014 Q4	$102K	Sell	4,800 -600	-11%	-$12.8K	0.04%	244
2014 Q3	$92K	Sell	5,400 -1,200	-18%	-$20.4K	0.05%	233
2014 Q2	$94K	Buy	+6,600	New	+$94K	0.05%	235