SDWMA
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Schneider Downs Wealth Management Advisors’s Edwards Lifesciences EW Stock Holding History

Schneider Downs Wealth Management 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
2022
Q4 		– Sell
-2,815
Closed -$233K – 127
2022
Q3 		$233K Sell
2,815
-607
-18% -$58.4K 0.07% 116
2022
Q2 		$325K Buy
3,422
+29
+0.9% +$3K 0.09% 92
2022
Q1 		$399K Buy
3,393
+2
+0.1% +$224 0.1% 87
2021
Q4 		$439K Hold
3,391
– – 0.1% 88
2021
Q3 		$384K Buy
3,391
+555
+20% +$63.3K 0.1% 89
2021
Q2 		$294K Buy
2,836
+16
+0.6% +$1.51K 0.08% 103
2021
Q1 		$236K Buy
+2,820
New +$238K 0.06% 123

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Brown Advisory
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Norges Bank Oslo, Norway $935B AUM