Independent Solutions 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,556
| Closed | -$236K | – | 171 |
|
|
2024
Q2 | $236K | Buy |
2,556
+136
| +6% | +$12.6K | 0.05% | 156 |
|
|
2024
Q1 | $231K | Sell |
2,420
-600
| -20% | -$57.3K | 0.05% | 162 |
|
|
2023
Q4 | $230K | Hold |
3,020
| – | – | 0.06% | 156 |
|
|
2023
Q3 | $209K | Hold |
3,020
| – | – | 0.05% | 188 |
|
|
2023
Q2 | $285K | Hold |
3,020
| – | – | 0.07% | 176 |
|
|
2023
Q1 | $250K | Sell |
3,020
-154
| -5% | -$12.7K | 0.07% | 186 |
|
|
2022
Q4 | $237K | Hold |
3,174
| – | – | 0.07% | 192 |
|
|
2022
Q3 | $262K | Hold |
3,174
| – | – | 0.09% | 179 |
|
|
2022
Q2 | $302K | Sell |
3,174
-1,327
| -29% | -$126K | 0.09% | 162 |
|
|
2022
Q1 | $530K | Sell |
4,501
-63
| -1% | -$7.42K | 0.12% | 131 |
|
|
2021
Q4 | $591K | Sell |
4,564
-18
| -0.4% | -$2.33K | 0.14% | 125 |
|
|
2021
Q3 | $519K | Hold |
4,582
| – | – | 0.13% | 131 |
|
|
2021
Q2 | $475K | Sell |
4,582
-300
| -6% | -$31.1K | 0.12% | 136 |
|
|
2021
Q1 | $408K | Sell |
4,882
-53
| -1% | -$4.43K | 0.11% | 128 |
|
|
2020
Q4 | $450K | Sell |
4,935
-90
| -2% | -$8.21K | 0.14% | 115 |
|
|
2020
Q3 | $401K | Buy |
5,025
+168
| +3% | +$13.4K | 0.15% | 110 |
|
|
2020
Q2 | $336K | Sell |
4,857
-69
| -1% | -$4.77K | 0.14% | 114 |
|
|
2020
Q1 | $310K | Sell |
4,926
-21
| -0.4% | -$1.32K | 0.17% | 98 |
|
|
2019
Q4 | $385K | Buy |
+4,947
| New | +$385K | 0.17% | 109 |
|