FSC 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,200
| Closed | -$89.5K | – | 179 |
|
|
2022
Q4 | $89.5K | Sell |
1,200
-55
| -4% | -$4.1K | 0.15% | 32 |
|
|
2022
Q3 | $104K | Hold |
1,255
| – | – | 1% | 22 |
|
|
2022
Q2 | $119K | Buy |
1,255
+55
| +5% | +$5.22K | 1.05% | 21 |
|
|
2022
Q1 | $141K | Hold |
1,200
| – | – | 0.13% | 32 |
|
|
2021
Q4 | $155K | Buy |
+1,200
| New | +$155K | 0.11% | 40 |
|