PFA
Pathway Financial Advisors’s Edwards Lifesciences EW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-2,391
| Closed | -$221K | – | 167 |
|
2024
Q2 | $221K | Hold |
2,391
| – | – | 0.06% | 148 |
|
2024
Q1 | $228K | Buy |
+2,391
| New | +$228K | 0.06% | 150 |
|
2023
Q3 | – | Sell |
-2,391
| Closed | -$226K | – | 140 |
|
2023
Q2 | $226K | Buy |
+2,391
| New | +$226K | 0.07% | 117 |
|
2022
Q3 | – | Sell |
-2,392
| Closed | -$227K | – | 132 |
|
2022
Q2 | $227K | Buy |
2,392
+1
| +0% | +$95 | 0.09% | 119 |
|
2022
Q1 | $281K | Hold |
2,391
| – | – | 0.11% | 108 |
|
2021
Q4 | $261K | Buy |
+2,391
| New | +$261K | 0.09% | 112 |
|
2021
Q1 | $222K | Buy |
+2,391
| New | +$222K | 0.09% | 115 |
|
2018
Q3 | – | Sell |
-797
| Closed | -$116K | – | 175 |
|
2018
Q2 | $116K | Hold |
797
| – | – | 0.07% | 140 |
|
2018
Q1 | $111K | Hold |
797
| – | – | 0.06% | 151 |
|
2017
Q4 | $90K | Buy |
+797
| New | +$90K | 0.05% | 174 |
|