LWS
Lucia Wealth Services’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | $162K | Buy |
+2,034
| New | +$162K | 0.04% | 135 |
|
|
2020
Q1 | – | Sell |
-757
| Closed | -$177K | – | 198 |
|
|
2019
Q4 | $177K | Sell |
757
-49
| -6% | -$11.5K | 0.05% | 117 |
|
|
2019
Q3 | $177K | Buy |
806
+104
| +15% | +$22.8K | 0.06% | 105 |
|
|
2019
Q2 | $130K | Hold |
702
| – | – | 0.04% | 119 |
|
|
2019
Q1 | $134K | Buy |
+702
| New | +$134K | 0.05% | 132 |
|
|
2018
Q4 | – | Sell |
-821
| Closed | -$143K | – | 190 |
|
|
2018
Q3 | $143K | Buy |
821
+92
| +13% | +$16K | 0.04% | 156 |
|
|
2018
Q2 | $106K | Buy |
729
+87
| +14% | +$12.7K | 0.05% | 141 |
|
|
2018
Q1 | $90K | Buy |
+642
| New | +$90K | 0.03% | 126 |
|