Householder Group Estate & Retirement Specialist’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-65
| Closed | -$4K | – | 742 |
|
|
2024
Q3 | $4K | Hold |
65
| – | – | ﹤0.01% | 955 |
|
|
2024
Q2 | $6K | Sell |
65
-225
| -78% | -$20.8K | ﹤0.01% | 907 |
|
|
2024
Q1 | $27.7K | Hold |
290
| – | – | 0.01% | 589 |
|
|
2023
Q4 | $22K | Hold |
290
| – | – | 0.01% | 623 |
|
|
2023
Q3 | $20.1K | Buy |
+290
| New | +$20.1K | 0.01% | 645 |
|
|
2023
Q1 | $24K | Sell |
290
-9
| -3% | -$745 | 0.01% | 602 |
|
|
2022
Q4 | $22K | Hold |
299
| – | – | 0.03% | 161 |
|
|
2022
Q3 | $24K | Buy |
+299
| New | +$24K | 0.01% | 538 |
|