Schneider Downs Wealth Management Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-2,815
| Closed | -$233K | – | 127 |
|
|
2022
Q3 | $233K | Sell |
2,815
-607
| -18% | -$50.2K | 0.07% | 116 |
|
|
2022
Q2 | $325K | Buy |
3,422
+29
| +0.9% | +$2.75K | 0.09% | 92 |
|
|
2022
Q1 | $399K | Buy |
3,393
+2
| +0.1% | +$235 | 0.1% | 87 |
|
|
2021
Q4 | $439K | Hold |
3,391
| – | – | 0.1% | 88 |
|
|
2021
Q3 | $384K | Buy |
3,391
+555
| +20% | +$62.8K | 0.1% | 89 |
|
|
2021
Q2 | $294K | Buy |
2,836
+16
| +0.6% | +$1.66K | 0.08% | 103 |
|
|
2021
Q1 | $236K | Buy |
+2,820
| New | +$236K | 0.06% | 123 |
|