Janiczek 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
Q2 | $27.6K | Hold |
299
| – | – | 0.01% | 502 |
|
|
2024
Q1 | $28.6K | Hold |
299
| – | – | 0.01% | 505 |
|
|
2023
Q4 | $22.8K | Sell |
299
-283
| -49% | -$21.6K | 0.01% | 522 |
|
|
2023
Q3 | $40.3K | Buy |
582
+303
| +109% | +$21K | 0.01% | 392 |
|
|
2023
Q2 | $26.3K | Hold |
279
| – | – | 0.01% | 416 |
|
|
2023
Q1 | $23.5K | Hold |
279
| – | – | 0.01% | 425 |
|
|
2022
Q4 | $21.7K | Sell |
279
-4
| -1% | -$311 | 0.01% | 444 |
|
|
2022
Q3 | $23K | Hold |
283
| – | – | 0.01% | 429 |
|
|
2022
Q2 | $28K | Hold |
283
| – | – | 0.01% | 412 |
|
|
2022
Q1 | $33K | Buy |
283
+125
| +79% | +$14.6K | 0.01% | 371 |
|
|
2021
Q4 | $20K | Hold |
158
| – | – | 0.01% | 479 |
|
|
2021
Q3 | $18K | Buy |
158
+5
| +3% | +$570 | 0.01% | 474 |
|
|
2021
Q2 | $16K | Sell |
153
-210
| -58% | -$22K | 0.01% | 471 |
|
|
2021
Q1 | $30K | Hold |
363
| – | – | 0.01% | 327 |
|
|
2020
Q4 | $33K | Sell |
363
-7
| -2% | -$636 | 0.02% | 263 |
|
|
2020
Q3 | $30K | Buy |
370
+19
| +5% | +$1.54K | 0.02% | 125 |
|
|
2020
Q2 | $24K | Buy |
351
+141
| +67% | +$9.64K | 0.01% | 109 |
|
|
2020
Q1 | $13K | Hold |
210
| – | – | 0.01% | 96 |
|
|
2019
Q4 | $16K | Hold |
210
| – | – | 0.01% | 99 |
|
|
2019
Q3 | $15K | Buy |
210
+90
| +75% | +$6.43K | 0.01% | 102 |
|
|
2019
Q2 | $7K | Buy |
+120
| New | +$7K | ﹤0.01% | 142 |
|