Valued Retirements’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 | $214K | Buy |
+2,739
| New | +$214K | 0.24% | 84 |
|
2025
Q1 | – | Sell |
-2,894
| Closed | -$214K | – | 83 |
|
2024
Q4 | $214K | Buy |
+2,894
| New | +$214K | 0.29% | 75 |
|
2024
Q3 | – | Sell |
-2,517
| Closed | -$232K | – | 82 |
|
2024
Q2 | $232K | Sell |
2,517
-155
| -6% | -$14.3K | 0.35% | 61 |
|
2024
Q1 | $255K | Sell |
2,672
-9
| -0.3% | -$860 | 0.41% | 52 |
|
2023
Q4 | $204K | Buy |
+2,681
| New | +$204K | 0.35% | 63 |
|