RKL Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-23,701
| Closed | -$2.79M | – | 141 |
|
|
2022
Q1 | $2.79M | Sell |
23,701
-66
| -0.3% | -$7.77K | 0.34% | 45 |
|
|
2021
Q4 | $3.08M | Sell |
23,767
-14
| -0.1% | -$1.81K | 0.37% | 41 |
|
|
2021
Q3 | $2.69M | Sell |
23,781
-53
| -0.2% | -$6K | 0.34% | 43 |
|
|
2021
Q2 | $2.47M | Sell |
23,834
-222
| -0.9% | -$23K | 0.31% | 46 |
|
|
2021
Q1 | $2.01M | Sell |
24,056
-1,441
| -6% | -$121K | 0.27% | 51 |
|
|
2020
Q4 | $2.33M | Sell |
25,497
-941
| -4% | -$85.8K | 0.32% | 44 |
|
|
2020
Q3 | $2.11M | Sell |
26,438
-124
| -0.5% | -$9.9K | 0.34% | 46 |
|
|
2020
Q2 | $1.84M | Buy |
26,562
+858
| +3% | +$59.3K | 0.31% | 48 |
|
|
2020
Q1 | $1.62M | Sell |
25,704
-2,085
| -8% | -$131K | 0.34% | 47 |
|
|
2019
Q4 | $2.16M | Sell |
27,789
-1,908
| -6% | -$148K | 0.39% | 49 |
|
|
2019
Q3 | $2.17M | Sell |
29,697
-1,401
| -5% | -$102K | 0.41% | 45 |
|
|
2019
Q2 | $1.91M | Sell |
31,098
-1,017
| -3% | -$62.6K | 0.35% | 49 |
|
|
2019
Q1 | $2.05M | Sell |
32,115
-1,287
| -4% | -$82.3K | 0.4% | 47 |
|
|
2018
Q4 | $1.71M | Sell |
33,402
-588
| -2% | -$30.1K | 0.39% | 51 |
|
|
2018
Q3 | $1.96M | Buy |
33,990
+42
| +0.1% | +$2.43K | 0.42% | 50 |
|
|
2018
Q2 | $1.65M | Sell |
33,948
-60
| -0.2% | -$2.92K | 0.37% | 53 |
|
|
2018
Q1 | $1.58M | Buy |
34,008
+1,935
| +6% | +$90K | 0.37% | 58 |
|
|
2017
Q4 | $1.2M | Buy |
32,073
+2,364
| +8% | +$88.6K | 0.3% | 71 |
|
|
2017
Q3 | $1.09M | Buy |
29,709
+4,545
| +18% | +$166K | 0.31% | 68 |
|
|
2017
Q2 | $991K | Buy |
25,164
+7,449
| +42% | +$293K | 0.31% | 65 |
|
|
2017
Q1 | $555K | Buy |
17,715
+9,561
| +117% | +$300K | 0.22% | 78 |
|
|
2016
Q4 | $255K | Buy |
+8,154
| New | +$255K | 0.12% | 78 |
|