LBA 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 | |
---|---|---|---|---|---|---|---|---|
2017
Q1 | $38K | Hold |
1,200
| – | – | 0.02% | 223 |
|
2016
Q4 | $37K | Hold |
1,200
| – | – | 0.02% | 213 |
|
2016
Q3 | $48K | Hold |
1,200
| – | – | 0.03% | 207 |
|
2016
Q2 | $40K | Sell |
1,200
-2,460
| -67% | -$82K | 0.02% | 209 |
|
2016
Q1 | $108K | Sell |
3,660
-3,660
| -50% | -$108K | 0.06% | 141 |
|
2015
Q4 | $193K | Hold |
7,320
| – | – | 0.11% | 119 |
|
2015
Q3 | $173K | Buy |
+7,320
| New | +$173K | 0.11% | 114 |
|