Jeppson 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 |
-2,183
| Closed | -$202K | – | 208 |
|
|
2024
Q2 | $202K | Sell |
2,183
-10
| -0.5% | -$924 | 0.08% | 193 |
|
|
2024
Q1 | $210K | Buy |
+2,193
| New | +$210K | 0.08% | 192 |
|
|
2023
Q3 | – | Sell |
-2,313
| Closed | -$218K | – | 189 |
|
|
2023
Q2 | $218K | Buy |
+2,313
| New | +$218K | 0.09% | 176 |
|
|
2022
Q3 | – | Sell |
-2,442
| Closed | -$232K | – | 198 |
|
|
2022
Q2 | $232K | Buy |
2,442
+100
| +4% | +$9.5K | 0.1% | 161 |
|
|
2022
Q1 | $275K | Buy |
2,342
+46
| +2% | +$5.4K | 0.13% | 135 |
|
|
2021
Q4 | $297K | Sell |
2,296
-75
| -3% | -$9.7K | 0.14% | 124 |
|
|
2021
Q3 | $268K | Hold |
2,371
| – | – | 0.14% | 124 |
|
|
2021
Q2 | $245K | Buy |
+2,371
| New | +$245K | 0.13% | 131 |
|
|
2021
Q1 | – | Sell |
-2,421
| Closed | -$221K | – | 140 |
|
|
2020
Q4 | $221K | Buy |
2,421
+50
| +2% | +$4.56K | 0.15% | 123 |
|
|
2020
Q3 | $189K | Buy |
+2,371
| New | +$189K | 0.15% | 116 |
|