Strait & Sound Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $214K | Sell |
2,742
-471
| -15% | -$36.8K | 0.09% | 137 |
|
|
2025
Q1 | $233K | Hold |
3,213
| – | – | 0.11% | 133 |
|
|
2024
Q4 | $238K | Hold |
3,213
| – | – | 0.11% | 133 |
|
|
2024
Q3 | $212K | Buy |
3,213
+69
| +2% | +$4.55K | 0.1% | 136 |
|
|
2024
Q2 | $290K | Sell |
3,144
-681
| -18% | -$62.9K | 0.15% | 111 |
|
|
2024
Q1 | $350K | Hold |
3,825
| – | – | 0.2% | 85 |
|
|
2023
Q4 | $282K | Hold |
3,825
| – | – | 0.18% | 99 |
|
|
2023
Q3 | $265K | Hold |
3,825
| – | – | 0.23% | 103 |
|
|
2023
Q2 | $361K | Hold |
3,825
| – | – | 0.36% | 63 |
|
|
2023
Q1 | $316K | Buy |
3,825
+126
| +3% | +$10.4K | 0.31% | 76 |
|
|
2022
Q4 | $292K | Buy |
+3,699
| New | +$292K | 0.32% | 76 |
|