SWM
Selective Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-720
| Closed | -$59K | – | 295 |
|
|
2022
Q3 | $59K | Sell |
720
-270
| -27% | -$22.1K | 0.03% | 276 |
|
|
2022
Q2 | $94K | Sell |
990
-330
| -25% | -$31.3K | 0.03% | 225 |
|
|
2022
Q1 | $155K | Hold |
1,320
| – | – | 0.06% | 160 |
|
|
2021
Q4 | $171K | Buy |
1,320
+330
| +33% | +$42.8K | 0.07% | 138 |
|
|
2021
Q3 | $112K | Buy |
990
+270
| +38% | +$30.5K | 0.06% | 166 |
|
|
2021
Q2 | $75K | Buy |
+720
| New | +$75K | 0.06% | 141 |
|