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PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Edwards Lifesciences EW Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-64
Closed -$5.29K – 285
2023
Q1 		$5.29K Buy
+64
New +$5.03K ﹤0.01% 235

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PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s EW Position: Q2 2023 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold out of Edwards Lifesciences (EW) in Q2 2023, closing a stake of 64 shares — an estimated $5.29K sold.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in EW in Q1 2023 and held it in 1 quarter. The position peaked at $5.29K in Q1 2023. 1,279 funds tracked by Wall St. Rank hold EW as of Q2 2023.

  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. reported no remaining Edwards Lifesciences position as of Q2 2023 after selling out during the quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. sold 64 Edwards Lifesciences shares in Q2 2023, an estimated $5.29K.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC. first reported a position in Edwards Lifesciences in Q1 2023 and held it in 1 quarter.
  • PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s Edwards Lifesciences position peaked at $5.29K in Q1 2023.
  • 1,279 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q2 2023.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2023, filed 7 Aug 2026.