Tilia Fiduciary Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-180
| Closed | -$17K | – | 217 |
|
|
2023
Q2 | $17K | Hold |
180
| – | – | 0.02% | 320 |
|
|
2023
Q1 | $14.9K | Hold |
180
| – | – | 0.01% | 335 |
|
|
2022
Q4 | $13.4K | Hold |
180
| – | – | 0.01% | 337 |
|
|
2022
Q3 | $15K | Hold |
180
| – | – | 0.02% | 321 |
|
|
2022
Q2 | $17K | Hold |
180
| – | – | 0.02% | 320 |
|
|
2022
Q1 | $21K | Hold |
180
| – | – | 0.02% | 312 |
|
|
2021
Q4 | $23K | Buy |
+180
| New | +$23K | 0.02% | 305 |
|