SSWM
Sheets Smith Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-5,086
| Closed | -$1.18M | – | 288 |
|
|
2019
Q4 | $1.18M | Sell |
5,086
-107
| -2% | -$24.8K | 0.23% | 105 |
|
|
2019
Q3 | $1.14M | Buy |
5,193
+181
| +4% | +$39.8K | 0.23% | 110 |
|
|
2019
Q2 | $926K | Sell |
5,012
-73
| -1% | -$13.5K | 0.19% | 131 |
|
|
2019
Q1 | $973K | Buy |
5,085
+14
| +0.3% | +$2.68K | 0.21% | 127 |
|
|
2018
Q4 | $777K | Hold |
5,071
| – | – | 0.21% | 126 |
|
|
2018
Q3 | $883K | Buy |
+5,071
| New | +$883K | 0.18% | 140 |
|
|
2013
Q3 | – | Sell |
-32,200
| Closed | -$2.16M | – | 242 |
|
|
2013
Q2 | $2.16M | Buy |
+32,200
| New | +$2.16M | 0.73% | 43 |
|