IWA
IBEX Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-10,510
| Closed | -$2.45M | – | 101 |
|
|
2019
Q4 | $2.45M | Buy |
+10,510
| New | +$2.45M | 0.75% | 58 |
|
|
2019
Q3 | – | Sell |
-10,784
| Closed | -$1.99M | – | 153 |
|
|
2019
Q2 | $1.99M | Sell |
10,784
-264
| -2% | -$48.8K | 0.57% | 71 |
|
|
2019
Q1 | $2.11M | Buy |
+11,048
| New | +$2.11M | 0.74% | 61 |
|