Marshall Financial Group (Maryland)’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,338
| Closed | -$771K | – | 181 |
|
|
2022
Q4 | $771K | Buy |
10,338
+2,130
| +26% | +$159K | 0.3% | 112 |
|
|
2022
Q3 | $678K | Buy |
8,208
+17
| +0.2% | +$1.4K | 0.29% | 114 |
|
|
2022
Q2 | $779K | Sell |
8,191
-498
| -6% | -$47.4K | 0.31% | 108 |
|
|
2022
Q1 | $1.02M | Sell |
8,689
-101
| -1% | -$11.9K | 0.42% | 87 |
|
|
2021
Q4 | $1.14M | Buy |
8,790
+230
| +3% | +$29.8K | 0.42% | 79 |
|
|
2021
Q3 | $969K | Buy |
8,560
+404
| +5% | +$45.7K | 0.5% | 60 |
|
|
2021
Q2 | $845K | Buy |
+8,156
| New | +$845K | 0.46% | 70 |
|