RWB
RMR Wealth Builders’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $329K | Sell |
4,201
-5
| -0.1% | -$391 | 0.03% | 215 |
|
|
2025
Q1 | $305K | Buy |
4,206
+8
| +0.2% | +$580 | 0.03% | 201 |
|
|
2024
Q4 | $311K | Buy |
4,198
+4
| +0.1% | +$296 | 0.03% | 205 |
|
|
2024
Q3 | $277K | Buy |
4,194
+27
| +0.6% | +$1.78K | 0.03% | 218 |
|
|
2024
Q2 | $385K | Sell |
4,167
-45
| -1% | -$4.16K | 0.04% | 174 |
|
|
2024
Q1 | $402K | Buy |
4,212
+45
| +1% | +$4.3K | 0.05% | 171 |
|
|
2023
Q4 | $318K | Hold |
4,167
| – | – | 0.04% | 187 |
|
|
2023
Q3 | $289K | Hold |
4,167
| – | – | 0.05% | 188 |
|
|
2023
Q2 | $393K | Hold |
4,167
| – | – | 0.07% | 138 |
|
|
2023
Q1 | $345K | Sell |
4,167
-342
| -8% | -$28.3K | 0.07% | 150 |
|
|
2022
Q4 | $336K | Hold |
4,509
| – | – | 0.08% | 131 |
|
|
2022
Q3 | $373K | Sell |
4,509
-1,335
| -23% | -$110K | 0.09% | 119 |
|
|
2022
Q2 | $556K | Sell |
5,844
-1,674
| -22% | -$159K | 0.14% | 100 |
|
|
2022
Q1 | $885K | Buy |
+7,518
| New | +$885K | 0.19% | 75 |
|
|
2021
Q4 | – | Sell |
-7,518
| Closed | -$851K | – | 150 |
|
|
2021
Q3 | $851K | Hold |
7,518
| – | – | 0.25% | 61 |
|
|
2021
Q2 | $779K | Hold |
7,518
| – | – | 0.26% | 68 |
|
|
2021
Q1 | $629K | Buy |
7,518
+342
| +5% | +$28.6K | 0.16% | 84 |
|
|
2020
Q4 | $655K | Sell |
7,176
-342
| -5% | -$31.2K | 0.32% | 62 |
|
|
2020
Q3 | $600K | Buy |
7,518
+342
| +5% | +$27.3K | 0.16% | 103 |
|
|
2020
Q2 | $496K | Buy |
+7,176
| New | +$496K | 0.44% | 51 |
|
|
2019
Q4 | $558K | Buy |
+7,176
| New | +$558K | 0.54% | 44 |
|