TVWM
Tower View Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-42,490
| Closed | -$5M | – | 183 |
|
|
2022
Q1 | $5M | Buy |
42,490
+463
| +1% | +$54.5K | 2.69% | 7 |
|
|
2021
Q4 | $5.45M | Buy |
42,027
+163
| +0.4% | +$21.1K | 2.77% | 6 |
|
|
2021
Q3 | $4.74M | Sell |
41,864
-105
| -0.3% | -$11.9K | 2.63% | 6 |
|
|
2021
Q2 | $4.35M | Sell |
41,969
-81
| -0.2% | -$8.39K | 2.2% | 15 |
|
|
2021
Q1 | $3.52M | Buy |
42,050
+363
| +0.9% | +$30.4K | 1.92% | 21 |
|
|
2020
Q4 | $3.8M | Buy |
41,687
+1,559
| +4% | +$142K | 2.16% | 17 |
|
|
2020
Q3 | $3.2M | Buy |
40,128
+210
| +0.5% | +$16.8K | 2.09% | 19 |
|
|
2020
Q2 | $2.76M | Buy |
39,918
+26,874
| +206% | +$1.86M | 2.02% | 22 |
|
|
2020
Q1 | $2.46M | Buy |
13,044
+155
| +1% | +$29.2K | 2.22% | 19 |
|
|
2019
Q4 | $3.01M | Sell |
12,889
-495
| -4% | -$115K | 2.28% | 14 |
|
|
2019
Q3 | $2.94M | Buy |
13,384
+5
| +0% | +$1.1K | 2.43% | 11 |
|
|
2019
Q2 | $2.47M | Sell |
13,379
-230
| -2% | -$42.5K | 2.11% | 20 |
|
|
2019
Q1 | $2.6M | Sell |
13,609
-295
| -2% | -$56.4K | 2.31% | 16 |
|
|
2018
Q4 | $2.13M | Buy |
13,904
+138
| +1% | +$21.1K | 2.2% | 19 |
|
|
2018
Q3 | $2.4M | Sell |
13,766
-3,266
| -19% | -$569K | 2.1% | 16 |
|
|
2018
Q2 | $2.48M | Buy |
17,032
+80
| +0.5% | +$11.6K | 2.34% | 10 |
|
|
2018
Q1 | $2.37M | Sell |
16,952
-1,650
| -9% | -$230K | 2.36% | 11 |
|
|
2017
Q4 | $2.1M | Buy |
+18,602
| New | +$2.1M | 1.93% | 17 |
|