Security National Trust’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-183
| Closed | -$12K | – | 429 |
|
|
2020
Q1 | $12K | Buy |
183
+45
| +33% | +$2.95K | ﹤0.01% | 348 |
|
|
2019
Q4 | $11K | Buy |
+138
| New | +$11K | ﹤0.01% | 362 |
|
|
2014
Q1 | – | Sell |
-750
| Closed | -$8K | – | 532 |
|
|
2013
Q4 | $8K | Sell |
750
-750
| -50% | -$8K | ﹤0.01% | 428 |
|
|
2013
Q3 | $17K | Hold |
1,500
| – | – | 0.01% | 347 |
|
|
2013
Q2 | $17K | Buy |
+1,500
| New | +$17K | 0.01% | 338 |
|