Stiles Financial Services’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,070
| Closed | -$203K | – | 186 |
|
|
2024
Q3 | $203K | Sell |
3,070
-1,500
| -33% | -$99K | 0.07% | 182 |
|
|
2024
Q2 | $422K | Sell |
4,570
-165
| -3% | -$15.2K | 0.16% | 113 |
|
|
2024
Q1 | $452K | Sell |
4,735
-55
| -1% | -$5.26K | 0.18% | 112 |
|
|
2023
Q4 | $365K | Sell |
4,790
-2,050
| -30% | -$156K | 0.17% | 121 |
|
|
2023
Q3 | $474K | Buy |
6,840
+50
| +0.7% | +$3.46K | 0.25% | 101 |
|
|
2023
Q2 | $641K | Buy |
6,790
+150
| +2% | +$14.2K | 0.32% | 87 |
|
|
2023
Q1 | $549K | Buy |
6,640
+350
| +6% | +$29K | 0.3% | 94 |
|
|
2022
Q4 | $469K | Sell |
6,290
-75
| -1% | -$5.6K | 0.27% | 100 |
|
|
2022
Q3 | $526K | Buy |
6,365
+525
| +9% | +$43.4K | 0.32% | 86 |
|
|
2022
Q2 | $555K | Sell |
5,840
-85
| -1% | -$8.08K | 0.33% | 84 |
|
|
2022
Q1 | $697K | Buy |
5,925
+190
| +3% | +$22.4K | 0.35% | 80 |
|
|
2021
Q4 | $743K | Buy |
+5,735
| New | +$743K | 0.36% | 83 |
|