WLPWM
Walled Lake Planning & Wealth Management’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,895
| Closed | -$223K | – | 81 |
|
|
2022
Q1 | $223K | Buy |
1,895
+53
| +3% | +$6.24K | 0.13% | 80 |
|
|
2021
Q4 | $239K | Hold |
1,842
| – | – | 0.14% | 83 |
|
|
2021
Q3 | $209K | Hold |
1,842
| – | – | 0.13% | 78 |
|
|
2021
Q2 | $191K | Hold |
1,842
| – | – | 0.12% | 79 |
|
|
2021
Q1 | $154K | Hold |
1,842
| – | – | 0.11% | 84 |
|
|
2020
Q4 | $168K | Hold |
1,842
| – | – | 0.13% | 76 |
|
|
2020
Q3 | $147K | Hold |
1,842
| – | – | 0.12% | 79 |
|
|
2020
Q2 | $127K | Buy |
1,842
+1,218
| +195% | +$84K | 0.11% | 80 |
|
|
2020
Q1 | $118K | Hold |
624
| – | – | 0.11% | 76 |
|
|
2019
Q4 | $146K | Buy |
+624
| New | +$146K | 0.11% | 76 |
|