JFS Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $40.7K | Sell |
520
-114
| -18% | -$8.92K | ﹤0.01% | 505 |
|
|
2025
Q1 | $46K | Sell |
634
-2
| -0.3% | -$145 | ﹤0.01% | 491 |
|
|
2024
Q4 | $47.1K | Sell |
636
-64
| -9% | -$4.74K | ﹤0.01% | 471 |
|
|
2024
Q3 | $46.2K | Buy |
700
+166
| +31% | +$11K | ﹤0.01% | 484 |
|
|
2024
Q2 | $49.3K | Buy |
534
+7
| +1% | +$647 | ﹤0.01% | 414 |
|
|
2024
Q1 | $50.4K | Hold |
527
| – | – | ﹤0.01% | 425 |
|
|
2023
Q4 | $40.2K | Buy |
527
+71
| +16% | +$5.41K | ﹤0.01% | 441 |
|
|
2023
Q3 | $31.6K | Hold |
456
| – | – | ﹤0.01% | 444 |
|
|
2023
Q2 | $43K | Hold |
456
| – | – | ﹤0.01% | 390 |
|
|
2023
Q1 | $37.7K | Sell |
456
-12
| -3% | -$993 | ﹤0.01% | 408 |
|
|
2022
Q4 | $34.9K | Buy |
468
+40
| +9% | +$2.98K | ﹤0.01% | 416 |
|
|
2022
Q3 | $35K | Buy |
428
+4
| +0.9% | +$327 | ﹤0.01% | 449 |
|
|
2022
Q2 | $40K | Sell |
424
-30
| -7% | -$2.83K | ﹤0.01% | 433 |
|
|
2022
Q1 | $53K | Buy |
454
+34
| +8% | +$3.97K | 0.01% | 414 |
|
|
2021
Q4 | $54K | Buy |
420
+27
| +7% | +$3.47K | 0.01% | 406 |
|
|
2021
Q3 | $44K | Hold |
393
| – | – | ﹤0.01% | 432 |
|
|
2021
Q2 | $41K | Hold |
393
| – | – | 0.01% | 292 |
|
|
2021
Q1 | $33K | Buy |
+393
| New | +$33K | 0.01% | 289 |
|
|
2020
Q3 | – | Sell |
-630
| Closed | -$44K | – | 569 |
|
|
2020
Q2 | $44K | Buy |
+630
| New | +$44K | 0.01% | 239 |
|
|
2020
Q1 | – | Sell |
-15
| Closed | -$1K | – | 517 |
|
|
2019
Q4 | $1K | Hold |
15
| – | – | ﹤0.01% | 476 |
|
|
2019
Q3 | $1K | Buy |
+15
| New | +$1K | ﹤0.01% | 470 |
|
|
2016
Q1 | – | Sell |
-234
| Closed | -$6K | – | 638 |
|
|
2015
Q4 | $6K | Buy |
+234
| New | +$6K | ﹤0.01% | 440 |
|