MLA
My Legacy Advisors’s Edwards Lifesciences EW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | – | Sell |
-8,552
| Closed | -$591K | – | 208 |
|
2023
Q3 | $591K | Buy |
8,552
+87
| +1% | +$6.01K | 0.24% | 129 |
|
2023
Q2 | $788K | Sell |
8,465
-163
| -2% | -$15.2K | 0.31% | 105 |
|
2023
Q1 | $714K | Sell |
8,628
-105
| -1% | -$8.69K | 0.31% | 119 |
|
2022
Q4 | $717K | Sell |
8,733
-35
| -0.4% | -$2.87K | 0.31% | 124 |
|
2022
Q3 | $723K | Buy |
8,768
+295
| +3% | +$24.3K | 0.36% | 97 |
|
2022
Q2 | $821K | Sell |
8,473
-182
| -2% | -$17.6K | 0.41% | 80 |
|
2022
Q1 | $1.02M | Buy |
+8,655
| New | +$1.02M | 0.47% | 59 |
|