Mark Sheptoff Financial Planning’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.5K | Hold |
480
| – | – | 0.02% | 206 |
|
|
2025
Q1 | $34.8K | Hold |
480
| – | – | 0.02% | 194 |
|
|
2024
Q4 | $35.5K | Hold |
480
| – | – | 0.02% | 201 |
|
|
2024
Q3 | $31.7K | Hold |
480
| – | – | 0.02% | 205 |
|
|
2024
Q2 | $44.3K | Hold |
480
| – | – | 0.02% | 185 |
|
|
2024
Q1 | $45.9K | Hold |
480
| – | – | 0.03% | 180 |
|
|
2023
Q4 | $36.6K | Hold |
480
| – | – | 0.02% | 184 |
|
|
2023
Q3 | $33.3K | Hold |
480
| – | – | 0.02% | 178 |
|
|
2023
Q2 | $45.3K | Hold |
480
| – | – | 0.03% | 167 |
|
|
2023
Q1 | $39.7K | Hold |
480
| – | – | 0.02% | 168 |
|
|
2022
Q4 | $35.8K | Hold |
480
| – | – | 0.02% | 166 |
|
|
2022
Q3 | $40K | Hold |
480
| – | – | 0.02% | 159 |
|
|
2022
Q2 | $46K | Hold |
480
| – | – | 0.03% | 165 |
|
|
2022
Q1 | $57K | Hold |
480
| – | – | 0.03% | 167 |
|
|
2021
Q4 | $62K | Hold |
480
| – | – | 0.03% | 167 |
|
|
2021
Q3 | $54K | Hold |
480
| – | – | 0.03% | 172 |
|
|
2021
Q2 | $50K | Hold |
480
| – | – | 0.03% | 185 |
|
|
2021
Q1 | $40K | Hold |
480
| – | – | 0.02% | 181 |
|
|
2020
Q4 | $44K | Buy |
+480
| New | +$44K | 0.03% | 167 |
|
|
2020
Q3 | – | Sell |
-480
| Closed | -$33K | – | 343 |
|
|
2020
Q2 | $33K | Hold |
480
| – | – | 0.02% | 170 |
|
|
2020
Q1 | $30K | Hold |
480
| – | – | 0.02% | 160 |
|
|
2019
Q4 | $37K | Hold |
480
| – | – | 0.02% | 169 |
|
|
2019
Q3 | $35K | Buy |
+480
| New | +$35K | 0.02% | 171 |
|