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Roberts Capital Advisors’s Edwards Lifesciences EW Stock Holding History

Roberts Capital Advisors’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-4,192
Closed -$310K – 91
2024
Q4 		$310K Hold
4,192
– – 0.26% 76
2024
Q3 		$277K Hold
4,192
– – 0.24% 81
2024
Q2 		$401K Hold
4,192
– – 0.38% 73
2024
Q1 		$401K Buy
+4,192
New +$352K 0.38% 73
2022
Q3 		$371K Hold
4,494
– – 0.54% 58
2022
Q2 		$427K Hold
4,494
– – 0.59% 56
2022
Q1 		$529K Hold
4,494
– – 0.55% 59
2021
Q4 		$582K Buy
+4,494
New +$524K 0.54% 56

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