Mascoma Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-95
| Closed | -$8.78K | – | 471 |
|
|
2024
Q2 | $8.78K | Hold |
95
| – | – | ﹤0.01% | 349 |
|
|
2024
Q1 | $9.08K | Hold |
95
| – | – | ﹤0.01% | 326 |
|
|
2023
Q4 | $7.24K | Hold |
95
| – | – | ﹤0.01% | 353 |
|
|
2023
Q3 | $6.58K | Buy |
+95
| New | +$6.58K | ﹤0.01% | 364 |
|
|
2023
Q2 | – | Sell |
-356
| Closed | -$31.3K | – | 553 |
|
|
2023
Q1 | $31.3K | Hold |
356
| – | – | 0.01% | 284 |
|
|
2022
Q4 | $26.6K | Sell |
356
-189
| -35% | -$14.1K | 0.01% | 299 |
|
|
2022
Q3 | $45K | Sell |
545
-45
| -8% | -$3.72K | 0.02% | 236 |
|
|
2022
Q2 | $56K | Sell |
590
-32
| -5% | -$3.04K | 0.02% | 228 |
|
|
2022
Q1 | $73K | Buy |
622
+329
| +112% | +$38.6K | 0.02% | 220 |
|
|
2021
Q4 | $38K | Buy |
+293
| New | +$38K | 0.01% | 253 |
|