Independent Family Office’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-7,053
| Closed | -$590K | – | 62 |
|
|
2021
Q1 | $590K | Hold |
7,053
| – | – | 0.23% | 35 |
|
|
2020
Q4 | $643K | Buy |
7,053
+276
| +4% | +$25.2K | 0.27% | 32 |
|
|
2020
Q3 | $541K | Sell |
6,777
-276
| -4% | -$22K | 0.26% | 33 |
|
|
2020
Q2 | $487K | Hold |
7,053
| – | – | 0.25% | 33 |
|
|
2020
Q1 | $443K | Buy |
+7,053
| New | +$443K | 0.28% | 33 |
|