Golden State Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $178K | Sell |
2,279
-3
| -0.1% | -$235 | 0.02% | 377 |
|
|
2025
Q1 | $165K | Hold |
2,282
| – | – | 0.02% | 365 |
|
|
2024
Q4 | $169K | Buy |
+2,282
| New | +$169K | 0.03% | 349 |
|
|
2022
Q1 | $259K | Sell |
2,200
-502
| -19% | -$59.1K | 0.05% | 261 |
|
|
2021
Q4 | $350K | Buy |
2,702
+502
| +23% | +$65K | 0.06% | 267 |
|
|
2021
Q3 | $249K | Sell |
2,200
-200
| -8% | -$22.6K | 0.05% | 260 |
|
|
2021
Q2 | $249K | Sell |
2,400
-600
| -20% | -$62.3K | 0.05% | 252 |
|
|
2021
Q1 | $250K | Sell |
3,000
-541
| -15% | -$45.1K | 0.08% | 165 |
|
|
2020
Q4 | $323K | Buy |
3,541
+283
| +9% | +$25.8K | 0.09% | 169 |
|
|
2020
Q3 | $260K | Sell |
3,258
-291
| -8% | -$23.2K | 0.09% | 161 |
|
|
2020
Q2 | $245K | Sell |
3,549
-1,680
| -32% | -$116K | 0.08% | 155 |
|
|
2020
Q1 | $329K | Buy |
+5,229
| New | +$329K | 0.15% | 107 |
|
|
2019
Q4 | – | Sell |
-5,100
| Closed | -$374K | – | 310 |
|
|
2019
Q3 | $374K | Hold |
5,100
| – | – | 0.12% | 135 |
|
|
2019
Q2 | $314K | Sell |
5,100
-108
| -2% | -$6.65K | 0.1% | 163 |
|
|
2019
Q1 | $332K | Buy |
+5,208
| New | +$332K | 0.11% | 156 |
|