Valley Wealth Managers’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-800
| Closed | -$66.2K | – | 353 |
|
|
2023
Q1 | $66.2K | Sell |
800
-2,216
| -73% | -$183K | 0.01% | 206 |
|
|
2022
Q4 | $225K | Sell |
3,016
-79
| -3% | -$5.89K | 0.02% | 156 |
|
|
2022
Q3 | $256K | Buy |
3,095
+396
| +15% | +$32.8K | 0.03% | 151 |
|
|
2022
Q2 | $257K | Sell |
2,699
-1,883
| -41% | -$179K | 0.02% | 163 |
|
|
2022
Q1 | $540K | Buy |
4,582
+243
| +6% | +$28.6K | 0.05% | 122 |
|
|
2021
Q4 | $563K | Buy |
4,339
+324
| +8% | +$42K | 0.05% | 125 |
|
|
2021
Q3 | $454K | Buy |
4,015
+1,615
| +67% | +$183K | 0.04% | 132 |
|
|
2021
Q2 | $249K | Hold |
2,400
| – | – | 0.02% | 168 |
|
|
2021
Q1 | $201K | Hold |
2,400
| – | – | 0.02% | 162 |
|
|
2020
Q4 | $219K | Buy |
+2,400
| New | +$219K | 0.02% | 153 |
|