Tradition 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-969
| Closed | -$74K | – | 637 |
|
|
2023
Q4 | $74K | Buy |
969
+8
| +0.8% | +$611 | 0.01% | 539 |
|
|
2023
Q3 | $67K | Sell |
961
-298
| -24% | -$20.8K | 0.01% | 537 |
|
|
2023
Q2 | $119K | Sell |
1,259
-377
| -23% | -$35.6K | 0.01% | 417 |
|
|
2023
Q1 | $135K | Buy |
1,636
+151
| +10% | +$12.5K | 0.02% | 364 |
|
|
2022
Q4 | $111K | Sell |
1,485
-5
| -0.3% | -$374 | 0.02% | 352 |
|
|
2022
Q3 | $123K | Buy |
1,490
+395
| +36% | +$32.6K | 0.02% | 326 |
|
|
2022
Q2 | $104K | Buy |
1,095
+125
| +13% | +$11.9K | 0.02% | 353 |
|
|
2022
Q1 | $114K | Hold |
970
| – | – | 0.01% | 380 |
|
|
2021
Q4 | $126K | Buy |
970
+355
| +58% | +$46.1K | 0.02% | 357 |
|
|
2021
Q3 | $70K | Hold |
615
| – | – | 0.01% | 428 |
|
|
2021
Q2 | $64K | Hold |
615
| – | – | 0.01% | 477 |
|
|
2021
Q1 | $51K | Hold |
615
| – | – | 0.01% | 433 |
|
|
2020
Q4 | $56K | Buy |
+615
| New | +$56K | 0.01% | 392 |
|