VFA
Values First Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-84
| Closed | -$6.97K | – | 226 |
|
|
2023
Q1 | $6.97K | Buy |
+84
| New | +$6.97K | ﹤0.01% | 223 |
|
|
2022
Q2 | – | Sell |
-20,632
| Closed | -$2.43M | – | 162 |
|
|
2022
Q1 | $2.43M | Buy |
20,632
+262
| +1% | +$30.8K | 1.53% | 14 |
|
|
2021
Q4 | $2.64M | Sell |
20,370
-3,302
| -14% | -$428K | 1.56% | 11 |
|
|
2021
Q3 | $2.68M | Buy |
23,672
+312
| +1% | +$35.3K | 1.74% | 8 |
|
|
2021
Q2 | $2.42M | Buy |
23,360
+6,373
| +38% | +$660K | 1.64% | 8 |
|
|
2021
Q1 | $1.42M | Buy |
16,987
+318
| +2% | +$26.6K | 1.05% | 36 |
|
|
2020
Q4 | $1.52M | Buy |
16,669
+1
| +0% | +$91 | 1.21% | 27 |
|
|
2020
Q3 | $1.33M | Buy |
16,668
+131
| +0.8% | +$10.5K | 1.22% | 27 |
|
|
2020
Q2 | $1.14M | Buy |
16,537
+8,595
| +108% | +$594K | 1.13% | 34 |
|
|
2020
Q1 | $1.5M | Buy |
7,942
+411
| +5% | +$77.5K | 1.8% | 11 |
|
|
2019
Q4 | $1.76M | Buy |
+7,531
| New | +$1.76M | 1.7% | 9 |
|