Jamison Private 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
Q4 | – | Sell |
-218
| Closed | -$14.4K | – | 290 |
|
|
2024
Q3 | $14.4K | Buy |
218
+85
| +64% | +$5.61K | ﹤0.01% | 326 |
|
|
2024
Q2 | $12.3K | Sell |
133
-15
| -10% | -$1.39K | ﹤0.01% | 316 |
|
|
2024
Q1 | $14.1K | Buy |
148
+15
| +11% | +$1.43K | ﹤0.01% | 315 |
|
|
2023
Q4 | $10.1K | Hold |
133
| – | – | ﹤0.01% | 303 |
|
|
2023
Q3 | $9.22K | Buy |
+133
| New | +$9.22K | ﹤0.01% | 299 |
|