Heritage Wealth Management (Arizona)’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $364K | Buy |
4,878
+2,439
| +100% | +$182K | 0.05% | 272 |
|
|
2022
Q3 | $202K | Hold |
2,439
| – | – | 0.06% | 222 |
|
|
2022
Q2 | $232K | Hold |
2,439
| – | – | 0.08% | 208 |
|
|
2022
Q1 | $287K | Buy |
+2,439
| New | +$287K | 0.08% | 202 |
|
|
2021
Q3 | $301K | Buy |
2,655
+228
| +9% | +$25.8K | 0.11% | 151 |
|
|
2021
Q2 | $251K | Sell |
2,427
-459
| -16% | -$47.5K | 0.1% | 187 |
|
|
2021
Q1 | $241K | Buy |
+2,886
| New | +$241K | 0.14% | 137 |
|