Souders Financial Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,853
| Closed | -$523K | – | 162 |
|
|
2023
Q4 | $523K | Buy |
6,853
+162
| +2% | +$12.4K | 0.09% | 117 |
|
|
2023
Q3 | $464K | Buy |
6,691
+14
| +0.2% | +$970 | 0.09% | 119 |
|
|
2023
Q2 | $630K | Buy |
6,677
+81
| +1% | +$7.64K | 0.12% | 113 |
|
|
2023
Q1 | $546K | Buy |
6,596
+49
| +0.7% | +$4.05K | 0.12% | 108 |
|
|
2022
Q4 | $488K | Buy |
6,547
+994
| +18% | +$74.2K | 0.11% | 113 |
|
|
2022
Q3 | $459K | Sell |
5,553
-508
| -8% | -$42K | 0.12% | 112 |
|
|
2022
Q2 | $576K | Buy |
6,061
+25
| +0.4% | +$2.38K | 0.17% | 94 |
|
|
2022
Q1 | $711K | Buy |
6,036
+123
| +2% | +$14.5K | 0.21% | 96 |
|
|
2021
Q4 | $766K | Buy |
5,913
+115
| +2% | +$14.9K | 0.22% | 86 |
|
|
2021
Q3 | $656K | Buy |
+5,798
| New | +$656K | 0.21% | 90 |
|