MinichMacGregor Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-960
| Closed | -$71.6K | – | 259 |
|
|
2022
Q4 | $71.6K | Buy |
+960
| New | +$71.6K | 0.03% | 150 |
|
|
2019
Q1 | – | Sell |
-52,140
| Closed | -$1.9M | – | 72 |
|
|
2018
Q4 | $1.9M | Buy |
52,140
+51,480
| +7,800% | +$1.88M | 1.3% | 28 |
|
|
2018
Q3 | $37K | Hold |
660
| – | – | 0.02% | 148 |
|
|
2018
Q2 | $32K | Hold |
660
| – | – | 0.02% | 154 |
|
|
2018
Q1 | $30K | Buy |
660
+570
| +633% | +$25.9K | 0.02% | 153 |
|
|
2017
Q4 | $3K | Hold |
90
| – | – | ﹤0.01% | 392 |
|
|
2017
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 373 |
|
|
2017
Q2 | $3K | Hold |
90
| – | – | ﹤0.01% | 374 |
|
|
2017
Q1 | $2K | Hold |
90
| – | – | ﹤0.01% | 376 |
|
|
2016
Q4 | $2K | Hold |
90
| – | – | ﹤0.01% | 375 |
|
|
2016
Q3 | $3K | Hold |
90
| – | – | ﹤0.01% | 358 |
|
|
2016
Q2 | $2K | Hold |
90
| – | – | ﹤0.01% | 360 |
|
|
2016
Q1 | $2K | Buy |
+90
| New | +$2K | ﹤0.01% | 351 |
|