SWA
Sutton Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | $37.6K | Buy |
542
+67
| +14% | +$4.64K | 0.02% | 267 |
|
2023
Q2 | $44.8K | Buy |
475
+155
| +48% | +$14.6K | 0.02% | 240 |
|
2023
Q1 | $26.5K | Sell |
320
-561
| -64% | -$46.4K | 0.01% | 273 |
|
2022
Q4 | $65.7K | Buy |
881
+13
| +1% | +$970 | 0.03% | 321 |
|
2022
Q3 | $71.7K | Sell |
868
-6
| -0.7% | -$496 | 0.03% | 302 |
|
2022
Q2 | $83.1K | Buy |
874
+42
| +5% | +$3.99K | 0.03% | 270 |
|
2022
Q1 | $97.9K | Sell |
832
-4
| -0.5% | -$471 | 0.03% | 255 |
|
2021
Q4 | $108K | Buy |
836
+10
| +1% | +$1.3K | 0.04% | 247 |
|
2021
Q3 | $93.5K | Buy |
826
+4
| +0.5% | +$453 | 0.03% | 259 |
|
2021
Q2 | $85.1K | Hold |
822
| – | – | 0.03% | 276 |
|
2021
Q1 | $68.8K | Sell |
822
-14
| -2% | -$1.17K | 0.03% | 306 |
|
2020
Q4 | $76.3K | Buy |
836
+14
| +2% | +$1.28K | 0.03% | 262 |
|
2020
Q3 | $65.6K | Hold |
822
| – | – | 0.03% | 257 |
|
2020
Q2 | $56.8K | Buy |
822
+551
| +203% | +$38.1K | 0.03% | 279 |
|
2020
Q1 | $51.1K | Buy |
271
+3
| +1% | +$566 | 0.03% | 265 |
|
2019
Q4 | $62.5K | Hold |
268
| – | – | 0.03% | 268 |
|
2019
Q3 | $58.9K | Hold |
268
| – | – | 0.03% | 265 |
|
2019
Q2 | $49.5K | Buy |
268
+6
| +2% | +$1.11K | 0.03% | 307 |
|
2019
Q1 | $50.1K | Buy |
262
+3
| +1% | +$574 | 0.03% | 296 |
|
2018
Q4 | $39.7K | Buy |
259
+3
| +1% | +$460 | 0.03% | 323 |
|
2018
Q3 | $44.6K | Hold |
256
| – | – | 0.03% | 317 |
|
2018
Q2 | $37.3K | Hold |
256
| – | – | 0.03% | 368 |
|
2018
Q1 | $35.7K | Hold |
256
| – | – | 0.03% | 366 |
|
2017
Q4 | $28.9K | Hold |
256
| – | – | 0.02% | 425 |
|
2017
Q3 | $28K | Buy |
256
+13
| +5% | +$1.42K | 0.02% | 424 |
|
2017
Q2 | $28.7K | Buy |
243
+4
| +2% | +$473 | 0.02% | 417 |
|
2017
Q1 | $22.5K | Hold |
239
| – | – | 0.02% | 475 |
|
2016
Q4 | $22.4K | Buy |
239
+30
| +14% | +$2.81K | 0.02% | 458 |
|
2016
Q3 | $25.2K | Hold |
209
| – | – | 0.02% | 398 |
|
2016
Q2 | $20.8K | Hold |
209
| – | – | 0.02% | 438 |
|
2016
Q1 | $18.4K | Buy |
+209
| New | +$18.4K | 0.02% | 455 |
|