PWAG
Polaris Wealth Advisory Group’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $216K | Buy |
+3,120
| New | +$216K | 0.02% | 161 |
|
|
2023
Q2 | – | Sell |
-3,120
| Closed | -$258K | – | 159 |
|
|
2023
Q1 | $258K | Hold |
3,120
| – | – | 0.02% | 155 |
|
|
2022
Q4 | $242K | Hold |
3,120
| – | – | 0.02% | 161 |
|
|
2022
Q3 | $258K | Hold |
3,120
| – | – | 0.02% | 145 |
|
|
2022
Q2 | $297K | Hold |
3,120
| – | – | 0.02% | 121 |
|
|
2022
Q1 | $386K | Hold |
3,120
| – | – | 0.03% | 127 |
|
|
2021
Q4 | $404K | Sell |
3,120
-99
| -3% | -$12.8K | 0.02% | 139 |
|
|
2021
Q3 | $357K | Hold |
3,219
| – | – | 0.02% | 134 |
|
|
2021
Q2 | $337K | Buy |
3,219
+99
| +3% | +$10.4K | 0.02% | 135 |
|
|
2021
Q1 | $268K | Hold |
3,120
| – | – | 0.02% | 150 |
|
|
2020
Q4 | $283K | Sell |
3,120
-720
| -19% | -$65.3K | 0.02% | 157 |
|
|
2020
Q3 | $308K | Sell |
3,840
-9
| -0.2% | -$722 | 0.03% | 127 |
|
|
2020
Q2 | $266K | Buy |
3,849
+2,543
| +195% | +$176K | 0.02% | 127 |
|
|
2020
Q1 | $246K | Buy |
1,306
+23
| +2% | +$4.33K | 0.03% | 106 |
|
|
2019
Q4 | $306K | Buy |
+1,283
| New | +$306K | 0.02% | 128 |
|
|
2018
Q4 | – | Sell |
-480
| Closed | -$84K | – | 245 |
|
|
2018
Q3 | $84K | Buy |
+480
| New | +$84K | 0.01% | 213 |
|
|
2018
Q2 | – | Sell |
-480
| Closed | -$67K | – | 313 |
|
|
2018
Q1 | $67K | Buy |
+480
| New | +$67K | 0.01% | 199 |
|