TRUE Private Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,277
| Closed | -$210K | – | 236 |
|
|
2024
Q2 | $210K | Buy |
2,277
+22
| +1% | +$2.03K | 0.02% | 265 |
|
|
2024
Q1 | $215K | Buy |
+2,255
| New | +$215K | 0.02% | 266 |
|
|
2021
Q1 | – | Sell |
-849
| Closed | -$77K | – | 389 |
|
|
2020
Q4 | $77K | Buy |
849
+93
| +12% | +$8.44K | 0.01% | 307 |
|
|
2020
Q3 | $60K | Hold |
756
| – | – | 0.01% | 312 |
|
|
2020
Q2 | $52K | Buy |
756
+186
| +33% | +$12.8K | 0.01% | 313 |
|
|
2020
Q1 | $35K | Sell |
570
-171
| -23% | -$10.5K | 0.01% | 319 |
|
|
2019
Q4 | $57K | Buy |
+741
| New | +$57K | 0.01% | 351 |
|
|
2019
Q3 | – | Sell |
-435
| Closed | -$26K | – | 385 |
|
|
2019
Q2 | $26K | Buy |
+435
| New | +$26K | ﹤0.01% | 416 |
|
|
2018
Q4 | – | Sell |
-858
| Closed | -$49.8K | – | 458 |
|
|
2018
Q3 | $49.8K | Buy |
+858
| New | +$49.8K | 0.01% | 461 |
|