Monterey Private Wealth’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,330
| Closed | -$220K | – | 98 |
|
|
2023
Q2 | $220K | Buy |
+2,330
| New | +$220K | 0.11% | 97 |
|
|
2022
Q2 | – | Sell |
-1,995
| Closed | -$234K | – | 106 |
|
|
2022
Q1 | $234K | Sell |
1,995
-1,200
| -38% | -$141K | 0.11% | 106 |
|
|
2021
Q4 | $414K | Hold |
3,195
| – | – | 0.21% | 67 |
|
|
2021
Q3 | $348K | Hold |
3,195
| – | – | 0.2% | 65 |
|
|
2021
Q2 | $331K | Buy |
3,195
+87
| +3% | +$9.01K | 0.19% | 69 |
|
|
2021
Q1 | $298K | Hold |
3,108
| – | – | 0.16% | 73 |
|
|
2020
Q4 | $284K | Hold |
3,108
| – | – | 0.16% | 67 |
|
|
2020
Q3 | $248K | Hold |
3,108
| – | – | 0.16% | 72 |
|
|
2020
Q2 | $215K | Buy |
+3,108
| New | +$215K | 0.15% | 68 |
|
|
2020
Q1 | – | Sell |
-3,561
| Closed | -$277K | – | 67 |
|
|
2019
Q4 | $277K | Buy |
+3,561
| New | +$277K | 0.22% | 58 |
|