Stableford Capital II’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,104
| Closed | -$533K | – | 136 |
|
|
2024
Q2 | $533K | Buy |
6,104
+159
| +3% | +$13.9K | 0.21% | 111 |
|
|
2024
Q1 | $568K | Sell |
5,945
-35
| -0.6% | -$3.35K | 0.23% | 104 |
|
|
2023
Q4 | $449K | Buy |
5,980
+155
| +3% | +$11.6K | 0.19% | 103 |
|
|
2023
Q3 | $366K | Buy |
5,825
+1
| +0% | +$63 | 0.17% | 94 |
|
|
2023
Q2 | $456K | Buy |
+5,824
| New | +$456K | 0.2% | 90 |
|
|
2023
Q1 | – | Sell |
-4,786
| Closed | -$365K | – | 96 |
|
|
2022
Q4 | $365K | Buy |
+4,786
| New | +$365K | 0.2% | 94 |
|