Moran 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
Q1 | – | Sell |
-45,838
| Closed | -$3.5M | – | 425 |
|
|
2023
Q4 | $3.5M | Sell |
45,838
-126,452
| -73% | -$9.64M | 0.12% | 197 |
|
|
2023
Q3 | $11.9M | Sell |
172,290
-211
| -0.1% | -$14.6K | 0.46% | 79 |
|
|
2023
Q2 | $16.3M | Sell |
172,501
-2,697
| -2% | -$254K | 0.61% | 60 |
|
|
2023
Q1 | $14.5M | Buy |
175,198
+36,019
| +26% | +$2.98M | 0.55% | 69 |
|
|
2022
Q4 | $10.4M | Buy |
+139,179
| New | +$10.4M | 0.39% | 83 |
|