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Triad Wealth Partners’s Edwards Lifesciences EW Stock Holding History

Triad Wealth Partners’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-49
Closed -$4.53K – 317
2024
Q2 		$4.53K Buy
+49
New +$4.34K ﹤0.01% 594

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Triad Wealth Partners's EW Position: Q3 2024 in Review

Triad Wealth Partners sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 49 shares — an estimated $4.53K sold.

Triad Wealth Partners first reported a position in EW in Q2 2024 and held it in 1 quarter. The position peaked at $4.53K in Q2 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • Triad Wealth Partners reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • Triad Wealth Partners sold 49 Edwards Lifesciences shares in Q3 2024, an estimated $4.53K.
  • Triad Wealth Partners first reported a position in Edwards Lifesciences in Q2 2024 and held it in 1 quarter.
  • Triad Wealth Partners's Edwards Lifesciences position peaked at $4.53K in Q2 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on Triad Wealth Partners's 13F filing for Q3 2024, filed 21 Oct 2024.