SVWAG
Sound View Wealth Advisors Group’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $387K | Buy |
4,950
+36
| +0.7% | +$2.82K | 0.03% | 310 |
|
|
2025
Q1 | $356K | Buy |
4,914
+223
| +5% | +$16.2K | 0.03% | 310 |
|
|
2024
Q4 | $347K | Sell |
4,691
-336
| -7% | -$24.9K | 0.03% | 315 |
|
|
2024
Q3 | $332K | Buy |
5,027
+912
| +22% | +$60.2K | 0.03% | 319 |
|
|
2024
Q2 | $380K | Hold |
4,115
| – | – | 0.04% | 268 |
|
|
2024
Q1 | $393K | Sell |
4,115
-21
| -0.5% | -$2.01K | 0.04% | 269 |
|
|
2023
Q4 | $315K | Hold |
4,136
| – | – | 0.03% | 296 |
|
|
2023
Q3 | $287K | Buy |
4,136
+276
| +7% | +$19.1K | 0.04% | 295 |
|
|
2023
Q2 | $364K | Sell |
3,860
-291
| -7% | -$27.5K | 0.05% | 265 |
|
|
2023
Q1 | $343K | Buy |
4,151
+15
| +0.4% | +$1.24K | 0.05% | 267 |
|
|
2022
Q4 | $315K | Buy |
+4,136
| New | +$315K | 0.03% | 296 |
|
|
2022
Q3 | – | Sell |
-2,561
| Closed | -$244K | – | 273 |
|
|
2022
Q2 | $244K | Buy |
2,561
+415
| +19% | +$39.5K | 0.05% | 247 |
|
|
2022
Q1 | $253K | Buy |
2,146
+2
| +0.1% | +$236 | 0.05% | 259 |
|
|
2021
Q4 | $278K | Hold |
2,144
| – | – | 0.05% | 252 |
|
|
2021
Q3 | $243K | Hold |
2,144
| – | – | 0.05% | 259 |
|
|
2021
Q2 | $222K | Buy |
+2,144
| New | +$222K | 0.05% | 266 |
|