Marcum Wealth’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,317
| Closed | -$219K | – | 384 |
|
|
2023
Q2 | $219K | Buy |
+2,317
| New | +$219K | 0.03% | 315 |
|
|
2022
Q4 | – | Sell |
-2,686
| Closed | -$222K | – | 385 |
|
|
2022
Q3 | $222K | Buy |
2,686
+392
| +17% | +$32.4K | 0.03% | 286 |
|
|
2022
Q2 | $218K | Buy |
2,294
+91
| +4% | +$8.65K | 0.03% | 289 |
|
|
2022
Q1 | $259K | Buy |
2,203
+62
| +3% | +$7.29K | 0.04% | 270 |
|
|
2021
Q4 | $277K | Sell |
2,141
-22
| -1% | -$2.85K | 0.04% | 274 |
|
|
2021
Q3 | $245K | Buy |
+2,163
| New | +$245K | 0.04% | 269 |
|