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TruNorth Capital Management’s Edwards Lifesciences EW Stock Holding History

TruNorth Capital Management’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
-33
Closed -$3.05K – 409
2024
Q2 		$3.05K Hold
33
– – ﹤0.01% 303
2024
Q1 		$3.15K Buy
+33
New +$2.77K ﹤0.01% 235

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TruNorth Capital Management's EW Position: Q3 2024 in Review

TruNorth Capital Management sold out of Edwards Lifesciences (EW) in Q3 2024, closing a stake of 33 shares — an estimated $3.05K sold.

TruNorth Capital Management first reported a position in EW in Q1 2024 and held it in 2 quarters. The position peaked at $3.15K in Q1 2024. 1,193 funds tracked by Wall St. Rank hold EW as of Q3 2024.

  • TruNorth Capital Management reported no remaining Edwards Lifesciences position as of Q3 2024 after selling out during the quarter.
  • TruNorth Capital Management sold 33 Edwards Lifesciences shares in Q3 2024, an estimated $3.05K.
  • TruNorth Capital Management first reported a position in Edwards Lifesciences in Q1 2024 and held it in 2 quarters.
  • TruNorth Capital Management's Edwards Lifesciences position peaked at $3.15K in Q1 2024.
  • 1,193 funds tracked by Wall St. Rank held Edwards Lifesciences as of Q3 2024.

Based on TruNorth Capital Management's 13F filing for Q3 2024, filed 24 Oct 2024.