TrueWealth LLC’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q2 | $135K | Hold |
1,953
| – | – | 0.06% | 174 |
|
2020
Q1 | $123K | Sell |
1,953
-90
| -4% | -$5.67K | 0.06% | 171 |
|
2019
Q4 | $159K | Buy |
2,043
+30
| +1% | +$2.34K | 0.06% | 162 |
|
2019
Q3 | $148K | Hold |
2,013
| – | – | 0.06% | 162 |
|
2019
Q2 | $124K | Hold |
2,013
| – | – | 0.06% | 179 |
|
2019
Q1 | $128K | Hold |
2,013
| – | – | 0.06% | 174 |
|
2018
Q4 | $103K | Sell |
2,013
-78
| -4% | -$3.99K | 0.05% | 183 |
|
2018
Q3 | $121K | Hold |
2,091
| – | – | 0.06% | 181 |
|
2018
Q2 | $101K | Buy |
2,091
+165
| +9% | +$7.97K | 0.05% | 191 |
|
2018
Q1 | $90K | Buy |
1,926
+78
| +4% | +$3.65K | 0.05% | 199 |
|
2017
Q4 | $69K | Buy |
+1,848
| New | +$69K | 0.03% | 248 |
|