Wealth Management Associates’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,438
| Closed | -$230K | – | 192 |
|
|
2023
Q2 | $230K | Sell |
2,438
-141
| -5% | -$13.3K | 0.13% | 165 |
|
|
2023
Q1 | $213K | Buy |
+2,579
| New | +$213K | 0.13% | 175 |
|
|
2022
Q4 | – | Sell |
-3,954
| Closed | -$327K | – | 190 |
|
|
2022
Q3 | $327K | Buy |
3,954
+809
| +26% | +$66.8K | 0.23% | 118 |
|
|
2022
Q2 | $299K | Buy |
3,145
+368
| +13% | +$35K | 0.2% | 128 |
|
|
2022
Q1 | $327K | Hold |
2,777
| – | – | 0.19% | 138 |
|
|
2021
Q4 | $360K | Sell |
2,777
-670
| -19% | -$86.8K | 0.19% | 132 |
|
|
2021
Q3 | $390K | Hold |
3,447
| – | – | 0.23% | 115 |
|
|
2021
Q2 | $357K | Hold |
3,447
| – | – | 0.2% | 129 |
|
|
2021
Q1 | $288K | Buy |
3,447
+474
| +16% | +$39.6K | 0.18% | 133 |
|
|
2020
Q4 | $271K | Hold |
2,973
| – | – | 0.18% | 135 |
|
|
2020
Q3 | $237K | Hold |
2,973
| – | – | 0.18% | 134 |
|
|
2020
Q2 | $205K | Buy |
+2,973
| New | +$205K | 0.17% | 141 |
|
|
2020
Q1 | – | Sell |
-2,973
| Closed | -$231K | – | 129 |
|
|
2019
Q4 | $231K | Hold |
2,973
| – | – | 0.17% | 133 |
|
|
2019
Q3 | $218K | Buy |
+2,973
| New | +$218K | 0.18% | 132 |
|