SPWG
Sage Private Wealth Group’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-471
| Closed | -$39K | – | 84 |
|
|
2022
Q3 | $39K | Sell |
471
-41
| -8% | -$3.4K | 0.05% | 88 |
|
|
2022
Q2 | $49K | Hold |
512
| – | – | 0.07% | 83 |
|
|
2022
Q1 | $60K | Hold |
512
| – | – | 0.06% | 83 |
|
|
2021
Q4 | $66K | Hold |
512
| – | – | 0.08% | 77 |
|
|
2021
Q3 | $58K | Hold |
512
| – | – | 0.08% | 77 |
|
|
2021
Q2 | $53K | Buy |
512
+103
| +25% | +$10.7K | 0.07% | 77 |
|
|
2021
Q1 | $34K | Hold |
409
| – | – | 0.06% | 101 |
|
|
2020
Q4 | $37K | Buy |
+409
| New | +$37K | 0.1% | 82 |
|