SHFA
SC&H Financial Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Hold |
3,462
| – | – | 0.05% | 126 |
|
|
2025
Q1 | $251K | Hold |
3,462
| – | – | 0.05% | 130 |
|
|
2024
Q4 | $256K | Sell |
3,462
-1,260
| -27% | -$93.3K | 0.05% | 125 |
|
|
2024
Q3 | $312K | Hold |
4,722
| – | – | 0.07% | 118 |
|
|
2024
Q2 | $436K | Hold |
4,722
| – | – | 0.11% | 91 |
|
|
2024
Q1 | $451K | Hold |
4,722
| – | – | 0.12% | 93 |
|
|
2023
Q4 | $360K | Sell |
4,722
-753
| -14% | -$57.4K | 0.1% | 101 |
|
|
2023
Q3 | $379K | Hold |
5,475
| – | – | 0.13% | 101 |
|
|
2023
Q2 | $516K | Hold |
5,475
| – | – | 0.17% | 86 |
|
|
2023
Q1 | $453K | Hold |
5,475
| – | – | 0.17% | 89 |
|
|
2022
Q4 | $408K | Hold |
5,475
| – | – | 0.17% | 91 |
|
|
2022
Q3 | $452K | Sell |
5,475
-795
| -13% | -$65.6K | 0.23% | 80 |
|
|
2022
Q2 | $596K | Hold |
6,270
| – | – | 0.28% | 72 |
|
|
2022
Q1 | $738K | Sell |
6,270
-49
| -0.8% | -$5.77K | 0.35% | 61 |
|
|
2021
Q4 | $819K | Buy |
+6,319
| New | +$819K | 0.45% | 51 |
|