Wealth Alliance’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 |
-2,453
| Closed | -$227K | – | 533 |
|
|
2024
Q2 | $227K | Buy |
2,453
+131
| +6% | +$12.1K | 0.03% | 456 |
|
|
2024
Q1 | $222K | Buy |
+2,322
| New | +$222K | 0.03% | 469 |
|
|
2023
Q3 | – | Sell |
-2,805
| Closed | -$265K | – | 504 |
|
|
2023
Q2 | $265K | Sell |
2,805
-36
| -1% | -$3.4K | 0.04% | 416 |
|
|
2023
Q1 | $235K | Buy |
+2,841
| New | +$235K | 0.04% | 430 |
|
|
2022
Q3 | – | Sell |
-2,421
| Closed | -$230K | – | 464 |
|
|
2022
Q2 | $230K | Buy |
+2,421
| New | +$230K | 0.04% | 391 |
|