KWM
Kolinsky Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,475
| Closed | -$229K | – | 178 |
|
|
2024
Q2 | $229K | Sell |
2,475
-20
| -0.8% | -$1.85K | 0.16% | 134 |
|
|
2024
Q1 | $238K | Buy |
+2,495
| New | +$238K | 0.18% | 126 |
|
|
2023
Q3 | – | Sell |
-2,340
| Closed | -$215K | – | 136 |
|
|
2023
Q2 | $215K | Buy |
+2,340
| New | +$215K | 0.2% | 121 |
|
|
2022
Q3 | – | Sell |
-2,202
| Closed | -$209K | – | 124 |
|
|
2022
Q2 | $209K | Sell |
2,202
-20
| -0.9% | -$1.9K | 0.25% | 111 |
|
|
2022
Q1 | $262K | Buy |
2,222
+127
| +6% | +$15K | 0.26% | 102 |
|
|
2021
Q4 | $271K | Buy |
+2,095
| New | +$271K | 0.25% | 106 |
|