Sonen Capital’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $261K | Sell |
3,417
-4,865
| -59% | -$371K | 0.49% | 60 |
|
|
2023
Q3 | $574K | Buy |
8,282
+5,053
| +156% | +$350K | 1.13% | 29 |
|
|
2023
Q2 | $305K | Buy |
+3,229
| New | +$305K | 0.51% | 63 |
|
|
2022
Q1 | – | Sell |
-2,215
| Closed | -$287K | – | 99 |
|
|
2021
Q4 | $287K | Buy |
+2,215
| New | +$287K | 0.28% | 88 |
|