NewEdge Wealth’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-4,589
| Closed | -$303K | – | 927 |
|
|
2024
Q3 | $303K | Sell |
4,589
-2,114
| -32% | -$140K | 0.01% | 726 |
|
|
2024
Q2 | $619K | Sell |
6,703
-505
| -7% | -$46.6K | 0.01% | 501 |
|
|
2024
Q1 | $613K | Buy |
7,208
+110
| +2% | +$9.36K | 0.01% | 518 |
|
|
2023
Q4 | $541K | Buy |
7,098
+1,039
| +17% | +$79.2K | 0.01% | 495 |
|
|
2023
Q3 | $420K | Sell |
6,059
-1,190
| -16% | -$82.4K | 0.01% | 479 |
|
|
2023
Q2 | $684K | Buy |
+7,249
| New | +$684K | 0.02% | 413 |
|
|
2023
Q1 | – | Sell |
-6,941
| Closed | -$518K | – | 621 |
|
|
2022
Q4 | $518K | Sell |
6,941
-39
| -0.6% | -$2.91K | 0.02% | 362 |
|
|
2022
Q3 | $577K | Buy |
+6,980
| New | +$577K | 0.03% | 332 |
|
|
2022
Q2 | – | Sell |
-7,607
| Closed | -$895K | – | 558 |
|
|
2022
Q1 | $895K | Buy |
7,607
+34
| +0.4% | +$4K | 0.04% | 229 |
|
|
2021
Q4 | $981K | Buy |
7,573
+709
| +10% | +$91.8K | 0.04% | 236 |
|
|
2021
Q3 | $777K | Buy |
6,864
+1,239
| +22% | +$140K | 0.05% | 196 |
|
|
2021
Q2 | $583K | Hold |
5,625
| – | – | 0.04% | 207 |
|
|
2021
Q1 | $470K | Buy |
+5,625
| New | +$470K | 0.05% | 225 |
|