Mezzasalma Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-3,105
| Closed | -$297K | – | 86 |
|
|
2024
Q1 | $297K | Hold |
3,105
| – | – | 0.14% | 80 |
|
|
2023
Q4 | $237K | Hold |
3,105
| – | – | 0.13% | 85 |
|
|
2023
Q3 | $215K | Hold |
3,105
| – | – | 0.13% | 78 |
|
|
2023
Q2 | $293K | Hold |
3,105
| – | – | 0.18% | 71 |
|
|
2023
Q1 | $257K | Hold |
3,105
| – | – | 0.18% | 74 |
|
|
2022
Q4 | $232K | Hold |
3,105
| – | – | 0.2% | 74 |
|
|
2022
Q3 | $257K | Hold |
3,105
| – | – | 0.2% | 65 |
|
|
2022
Q2 | $295K | Hold |
3,105
| – | – | 0.25% | 61 |
|
|
2022
Q1 | $366K | Hold |
3,105
| – | – | 0.23% | 59 |
|
|
2021
Q4 | $402K | Hold |
3,105
| – | – | 0.22% | 60 |
|
|
2021
Q3 | $352K | Hold |
3,105
| – | – | 0.2% | 63 |
|
|
2021
Q2 | $322K | Hold |
3,105
| – | – | 0.18% | 69 |
|
|
2021
Q1 | $260K | Hold |
3,105
| – | – | 0.17% | 76 |
|
|
2020
Q4 | $283K | Buy |
+3,105
| New | +$283K | 0.18% | 70 |
|