Kingswood 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-12,879
| Closed | -$850K | – | 831 |
|
|
2024
Q3 | $850K | Sell |
12,879
-571
| -4% | -$37.7K | 0.06% | 329 |
|
|
2024
Q2 | $1.24M | Buy |
13,450
+696
| +5% | +$64.3K | 0.11% | 195 |
|
|
2024
Q1 | $1.22M | Sell |
12,754
-230
| -2% | -$22K | 0.14% | 171 |
|
|
2023
Q4 | $990K | Sell |
12,984
-1,040
| -7% | -$79.3K | 0.11% | 200 |
|
|
2023
Q3 | $972K | Buy |
+14,024
| New | +$972K | 0.17% | 145 |
|