Sugarloaf 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-77
| Closed | -$5.08K | – | 696 |
|
|
2024
Q3 | $5.08K | Buy |
+77
| New | +$5.08K | ﹤0.01% | 566 |
|
|
2022
Q4 | – | Sell |
-600
| Closed | -$50K | – | 807 |
|
|
2022
Q3 | $50K | Hold |
600
| – | – | 0.01% | 281 |
|
|
2022
Q2 | $57K | Hold |
600
| – | – | 0.01% | 259 |
|
|
2022
Q1 | $71K | Hold |
600
| – | – | 0.02% | 231 |
|
|
2021
Q4 | $78K | Hold |
600
| – | – | 0.02% | 227 |
|
|
2021
Q3 | $68K | Hold |
600
| – | – | 0.02% | 231 |
|
|
2021
Q2 | $62K | Hold |
600
| – | – | 0.02% | 246 |
|
|
2021
Q1 | $50 | Hold |
600
| – | – | 0.01% | 268 |
|
|
2020
Q4 | $55K | Hold |
600
| – | – | 0.02% | 243 |
|
|
2020
Q3 | $48K | Hold |
600
| – | – | 0.02% | 241 |
|
|
2020
Q2 | $41K | Hold |
600
| – | – | 0.02% | 263 |
|
|
2020
Q1 | $38K | Hold |
600
| – | – | 0.02% | 248 |
|
|
2019
Q4 | $47K | Buy |
+600
| New | +$47K | 0.02% | 257 |
|