SVA 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 | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | $1.24M | Sell |
13,588
-2,574
| -16% | -$235K | 0.11% | 118 |
|
2020
Q3 | $1.29M | Buy |
16,162
+2,016
| +14% | +$161K | 0.13% | 114 |
|
2020
Q2 | $978K | Sell |
14,146
-2,000
| -12% | -$138K | 0.1% | 117 |
|
2020
Q1 | $1.02M | Buy |
16,146
+1,497
| +10% | +$94.1K | 0.12% | 116 |
|
2019
Q4 | $1.14M | Buy |
+14,649
| New | +$1.14M | 0.1% | 120 |
|