LA
Legacy Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-9,785
| Closed | -$709K | – | 147 |
|
|
2025
Q1 | $709K | Buy |
9,785
+117
| +1% | +$8.48K | 0.07% | 207 |
|
|
2024
Q4 | $716K | Buy |
9,668
+1,350
| +16% | +$99.9K | 0.07% | 211 |
|
|
2024
Q3 | $549K | Buy |
+8,318
| New | +$549K | 0.06% | 232 |
|
|
2019
Q2 | – | Sell |
-55
| Closed | -$11K | – | 381 |
|
|
2019
Q1 | $11K | Buy |
+55
| New | +$11K | ﹤0.01% | 322 |
|
|
2018
Q4 | – | Sell |
-55
| Closed | -$10K | – | 208 |
|
|
2018
Q3 | $10K | Hold |
55
| – | – | ﹤0.01% | 348 |
|
|
2018
Q2 | $8K | Hold |
55
| – | – | 0.01% | 322 |
|
|
2018
Q1 | $8K | Hold |
55
| – | – | 0.01% | 284 |
|
|
2017
Q4 | $6K | Hold |
55
| – | – | 0.01% | 293 |
|
|
2017
Q3 | $6K | Buy |
+55
| New | +$6K | 0.01% | 263 |
|