TWM
Torch Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $2.54M | Sell |
10,873
-75
| -0.7% | -$17.5K | 1.4% | 21 |
|
|
2019
Q3 | $2.41M | Hold |
10,948
| – | – | 1.43% | 21 |
|
|
2019
Q2 | $2.02M | Hold |
10,948
| – | – | 1.21% | 29 |
|
|
2019
Q1 | $2.1M | Buy |
10,948
+88
| +0.8% | +$16.8K | 1.29% | 27 |
|
|
2018
Q4 | $1.66M | Buy |
10,860
+175
| +2% | +$26.8K | 1.19% | 34 |
|
|
2018
Q3 | $1.86M | Sell |
10,685
-6,345
| -37% | -$1.1M | 1.11% | 33 |
|
|
2018
Q2 | $2.48M | Buy |
17,030
+150
| +0.9% | +$21.8K | 1.56% | 19 |
|
|
2018
Q1 | $2.36M | Hold |
16,880
| – | – | 1.53% | 20 |
|
|
2017
Q4 | $1.9M | Sell |
16,880
-500
| -3% | -$56.4K | 1.16% | 30 |
|
|
2017
Q3 | $1.9M | Hold |
17,380
| – | – | 1.25% | 29 |
|
|
2017
Q2 | $2.06M | Hold |
17,380
| – | – | 1.42% | 25 |
|
|
2017
Q1 | $1.64M | Buy |
+17,380
| New | +$1.64M | 1.09% | 35 |
|