Transform Wealth’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 |
-2,888
| Closed | -$272K | – | 247 |
|
|
2023
Q2 | $272K | Sell |
2,888
-259
| -8% | -$24.4K | 0.02% | 223 |
|
|
2023
Q1 | $260K | Sell |
3,147
-2,006
| -39% | -$166K | 0.02% | 222 |
|
|
2022
Q4 | $384K | Sell |
5,153
-770
| -13% | -$57.5K | 0.04% | 164 |
|
|
2022
Q3 | $489K | Sell |
5,923
-307
| -5% | -$25.3K | 0.06% | 121 |
|
|
2022
Q2 | $592K | Sell |
6,230
-2,966
| -32% | -$282K | 0.09% | 114 |
|
|
2022
Q1 | $1.08M | Sell |
9,196
-932
| -9% | -$110K | 0.12% | 110 |
|
|
2021
Q4 | $1.31M | Buy |
10,128
+130
| +1% | +$16.8K | 0.14% | 100 |
|
|
2021
Q3 | $1.13M | Sell |
9,998
-41
| -0.4% | -$4.64K | 0.13% | 107 |
|
|
2021
Q2 | $1.04M | Sell |
10,039
-2,021
| -17% | -$209K | 0.13% | 117 |
|
|
2021
Q1 | $1.01M | Sell |
12,060
-1,073
| -8% | -$89.8K | 0.2% | 100 |
|
|
2020
Q4 | $1.2M | Sell |
13,133
-1,573
| -11% | -$143K | 0.25% | 91 |
|
|
2020
Q3 | $1.17M | Sell |
14,706
-1,419
| -9% | -$113K | 0.19% | 94 |
|
|
2020
Q2 | $1.11M | Buy |
16,125
+2,475
| +18% | +$171K | 0.19% | 94 |
|
|
2020
Q1 | $858K | Buy |
13,650
+3,864
| +39% | +$243K | 0.18% | 111 |
|
|
2019
Q4 | $761K | Buy |
+9,786
| New | +$761K | 0.12% | 132 |
|