Schechter Investment Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,871
| Closed | -$265K | – | 685 |
|
|
2024
Q2 | $265K | Hold |
2,871
| – | – | 0.02% | 497 |
|
|
2024
Q1 | $274K | Sell |
2,871
-87
| -3% | -$8.31K | 0.02% | 513 |
|
|
2023
Q4 | $226K | Sell |
2,958
-195
| -6% | -$14.9K | 0.02% | 534 |
|
|
2023
Q3 | $218K | Sell |
3,153
-1,011
| -24% | -$70K | 0.02% | 524 |
|
|
2023
Q2 | $393K | Sell |
4,164
-91
| -2% | -$8.58K | 0.04% | 432 |
|
|
2023
Q1 | $352K | Buy |
4,255
+198
| +5% | +$16.4K | 0.03% | 489 |
|
|
2022
Q4 | $303K | Sell |
4,057
-1,407
| -26% | -$105K | 0.03% | 630 |
|
|
2022
Q3 | $451K | Buy |
5,464
+53
| +1% | +$4.38K | 0.04% | 546 |
|
|
2022
Q2 | $515K | Buy |
5,411
+601
| +12% | +$57.2K | 0.05% | 515 |
|
|
2022
Q1 | $566K | Sell |
4,810
-231
| -5% | -$27.2K | 0.05% | 492 |
|
|
2021
Q4 | $653K | Buy |
+5,041
| New | +$653K | 0.06% | 432 |
|