Investment Advisory Group’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 |
-3,140
| Closed | -$290K | – | 171 |
|
|
2024
Q2 | $290K | Buy |
3,140
+3
| +0.1% | +$277 | 0.11% | 124 |
|
|
2024
Q1 | $300K | Sell |
3,137
-246
| -7% | -$23.5K | 0.12% | 115 |
|
|
2023
Q4 | $258K | Buy |
3,383
+9
| +0.3% | +$686 | 0.12% | 121 |
|
|
2023
Q3 | $234K | Hold |
3,374
| – | – | 0.12% | 121 |
|
|
2023
Q2 | $318K | Sell |
3,374
-200
| -6% | -$18.9K | 0.16% | 94 |
|
|
2023
Q1 | $296K | Hold |
3,574
| – | – | 0.17% | 103 |
|
|
2022
Q4 | $267K | Hold |
3,574
| – | – | 0.16% | 107 |
|
|
2022
Q3 | $295K | Hold |
3,574
| – | – | 0.2% | 89 |
|
|
2022
Q2 | $340K | Buy |
+3,574
| New | +$340K | 0.23% | 80 |
|