Providence Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-8,997
| Closed | -$622K | – | 88 |
|
|
2020
Q2 | $622K | Hold |
8,997
| – | – | 0.63% | 49 |
|
|
2020
Q1 | $540K | Sell |
8,997
-1,500
| -14% | -$90K | 0.65% | 49 |
|
|
2019
Q4 | $812K | Sell |
10,497
-1,260
| -11% | -$97.5K | 0.75% | 45 |
|
|
2019
Q3 | $862K | Hold |
11,757
| – | – | 0.77% | 46 |
|
|
2019
Q2 | $727K | Buy |
11,757
+105
| +0.9% | +$6.49K | 0.68% | 54 |
|
|
2019
Q1 | $749K | Hold |
11,652
| – | – | 0.7% | 50 |
|
|
2018
Q4 | $584K | Hold |
11,652
| – | – | 0.65% | 55 |
|
|
2018
Q3 | $676K | Hold |
11,652
| – | – | 0.62% | 53 |
|
|
2018
Q2 | $565K | Hold |
11,652
| – | – | 0.55% | 61 |
|
|
2018
Q1 | $526K | Buy |
+11,652
| New | +$526K | 0.78% | 49 |
|