Personal CFO Solutions’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-2,108
| Closed | -$201K | – | 554 |
|
2024
Q1 | $201K | Buy |
+2,108
| New | +$201K | 0.03% | 528 |
|
2023
Q3 | – | Sell |
-2,269
| Closed | -$214K | – | 476 |
|
2023
Q2 | $214K | Buy |
+2,269
| New | +$214K | 0.04% | 429 |
|
2022
Q2 | – | Sell |
-1,912
| Closed | -$225K | – | 455 |
|
2022
Q1 | $225K | Sell |
1,912
-228
| -11% | -$26.8K | 0.04% | 411 |
|
2021
Q4 | $277K | Buy |
2,140
+176
| +9% | +$22.8K | 0.05% | 350 |
|
2021
Q3 | $222K | Buy |
+1,964
| New | +$222K | 0.05% | 395 |
|