Revolve Wealth Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-2,305
| Closed | -$217K | – | 149 |
|
2023
Q2 | $217K | Buy |
+2,305
| New | +$217K | 0.05% | 134 |
|
2022
Q4 | – | Sell |
-2,559
| Closed | -$211K | – | 147 |
|
2022
Q3 | $211K | Sell |
2,559
-233
| -8% | -$19.2K | 0.07% | 118 |
|
2022
Q2 | $265K | Buy |
2,792
+96
| +4% | +$9.11K | 0.09% | 102 |
|
2022
Q1 | $317K | Sell |
2,696
-7
| -0.3% | -$823 | 0.09% | 99 |
|
2021
Q4 | $350K | Buy |
+2,703
| New | +$350K | 0.1% | 98 |
|