Waldron Private Wealth’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,946
| Closed | -$272K | – | 495 |
|
|
2024
Q2 | $272K | Sell |
2,946
-440
| -13% | -$40.6K | 0.01% | 332 |
|
|
2024
Q1 | $324K | Sell |
3,386
-87
| -3% | -$8.31K | 0.01% | 299 |
|
|
2023
Q4 | $265K | Sell |
3,473
-751
| -18% | -$57.3K | 0.01% | 335 |
|
|
2023
Q3 | $293K | Buy |
4,224
+80
| +2% | +$5.54K | 0.02% | 294 |
|
|
2023
Q2 | $391K | Sell |
4,144
-257
| -6% | -$24.2K | 0.02% | 259 |
|
|
2023
Q1 | $364K | Buy |
4,401
+231
| +6% | +$19.1K | 0.02% | 299 |
|
|
2022
Q4 | $344K | Hold |
4,170
| – | – | 0.02% | 286 |
|
|
2022
Q3 | $344K | Buy |
4,170
+411
| +11% | +$33.9K | 0.02% | 286 |
|
|
2022
Q2 | $357K | Sell |
3,759
-212
| -5% | -$20.1K | 0.02% | 280 |
|
|
2022
Q1 | $467K | Buy |
3,971
+301
| +8% | +$35.4K | 0.02% | 260 |
|
|
2021
Q4 | $475K | Buy |
3,670
+17
| +0.5% | +$2.2K | 0.02% | 254 |
|
|
2021
Q3 | $413K | Buy |
3,653
+893
| +32% | +$101K | 0.02% | 243 |
|
|
2021
Q2 | $285K | Sell |
2,760
-2
| -0.1% | -$207 | 0.02% | 282 |
|
|
2021
Q1 | $231K | Sell |
2,762
-435
| -14% | -$36.4K | 0.02% | 276 |
|
|
2020
Q4 | $291K | Buy |
3,197
+416
| +15% | +$37.9K | 0.02% | 232 |
|
|
2020
Q3 | $221K | Buy |
+2,781
| New | +$221K | 0.02% | 244 |
|
|
2020
Q1 | – | Sell |
-2,817
| Closed | -$219K | – | 262 |
|
|
2019
Q4 | $219K | Buy |
+2,817
| New | +$219K | 0.02% | 247 |
|