Resurgent Financial Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,270
| Closed | -$579K | – | 181 |
|
|
2024
Q2 | $579K | Buy |
6,270
+38
| +0.6% | +$3.51K | 0.36% | 80 |
|
|
2024
Q1 | $596K | Buy |
6,232
+892
| +17% | +$85.2K | 0.32% | 91 |
|
|
2023
Q4 | $407K | Sell |
5,340
-979
| -15% | -$74.6K | 0.25% | 106 |
|
|
2023
Q3 | $438K | Sell |
6,319
-89
| -1% | -$6.17K | 0.3% | 88 |
|
|
2023
Q2 | $604K | Buy |
6,408
+198
| +3% | +$18.7K | 0.4% | 64 |
|
|
2023
Q1 | $514K | Sell |
6,210
-425
| -6% | -$35.2K | 0.34% | 74 |
|
|
2022
Q4 | $495K | Buy |
6,635
+368
| +6% | +$27.5K | 0.26% | 90 |
|
|
2022
Q3 | $518K | Buy |
6,267
+178
| +3% | +$14.7K | 0.35% | 82 |
|
|
2022
Q2 | $579K | Sell |
6,089
-301
| -5% | -$28.6K | 0.37% | 81 |
|
|
2022
Q1 | $752K | Buy |
6,390
+682
| +12% | +$80.3K | 0.47% | 57 |
|
|
2021
Q4 | $739K | Buy |
+5,708
| New | +$739K | 0.59% | 48 |
|