True Wealth Design’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.06K | Buy |
103
+22
| +27% | +$1.72K | ﹤0.01% | 652 |
|
|
2025
Q1 | $5.87K | Buy |
81
+61
| +305% | +$4.42K | ﹤0.01% | 636 |
|
|
2024
Q4 | $1.48K | Buy |
20
+4
| +25% | +$296 | ﹤0.01% | 817 |
|
|
2024
Q3 | $1.06K | Buy |
16
+5
| +45% | +$330 | ﹤0.01% | 963 |
|
|
2024
Q2 | $1.02K | Buy |
11
+4
| +57% | +$370 | ﹤0.01% | 506 |
|
|
2024
Q1 | $669 | Buy |
7
+3
| +75% | +$287 | ﹤0.01% | 559 |
|
|
2023
Q4 | $305 | Hold |
4
| – | – | ﹤0.01% | 598 |
|
|
2023
Q3 | $278 | Hold |
4
| – | – | ﹤0.01% | 576 |
|
|
2023
Q2 | $378 | Sell |
4
-5
| -56% | -$473 | ﹤0.01% | 518 |
|
|
2023
Q1 | $745 | Buy |
9
+5
| +125% | +$414 | ﹤0.01% | 443 |
|
|
2022
Q4 | $298 | Buy |
+4
| New | +$298 | ﹤0.01% | 585 |
|