MWC
MBM Wealth Consultants’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-666
| Closed | -$48K | – | 164 |
|
|
2023
Q1 | $48K | Hold |
666
| – | – | 0.02% | 158 |
|
|
2022
Q4 | $49K | Sell |
666
-5,650
| -89% | -$416K | 0.02% | 162 |
|
|
2022
Q3 | $540K | Buy |
6,316
+442
| +8% | +$37.8K | 0.26% | 45 |
|
|
2022
Q2 | $559K | Buy |
5,874
+369
| +7% | +$35.1K | 0.27% | 43 |
|
|
2022
Q1 | $648K | Buy |
5,505
+613
| +13% | +$72.2K | 0.27% | 49 |
|
|
2021
Q4 | $634K | Buy |
4,892
+389
| +9% | +$50.4K | 0.26% | 53 |
|
|
2021
Q3 | $510K | Sell |
4,503
-31
| -0.7% | -$3.51K | 0.23% | 56 |
|
|
2021
Q2 | $469K | Buy |
4,534
+56
| +1% | +$5.79K | 0.22% | 58 |
|
|
2021
Q1 | $374K | Buy |
4,478
+434
| +11% | +$36.2K | 0.19% | 75 |
|
|
2020
Q4 | $369K | Sell |
4,044
-392
| -9% | -$35.8K | 0.2% | 67 |
|
|
2020
Q3 | $354K | Sell |
4,436
-169
| -4% | -$13.5K | 0.23% | 56 |
|
|
2020
Q2 | $318K | Buy |
4,605
+2,684
| +140% | +$185K | 0.22% | 59 |
|
|
2020
Q1 | $362K | Buy |
1,921
+10
| +0.5% | +$1.88K | 0.3% | 55 |
|
|
2019
Q4 | $446K | Sell |
1,911
-313
| -14% | -$73.1K | 0.33% | 61 |
|
|
2019
Q3 | $489K | Buy |
2,224
+39
| +2% | +$8.58K | 0.38% | 57 |
|
|
2019
Q2 | $404K | Sell |
2,185
-1
| -0% | -$185 | 0.34% | 66 |
|
|
2019
Q1 | $418K | Buy |
2,186
+50
| +2% | +$9.56K | 0.37% | 60 |
|
|
2018
Q4 | $327K | Buy |
+2,136
| New | +$327K | 0.32% | 68 |
|