WealthPLAN Partners’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 |
-248
| Closed | -$23.4K | – | 556 |
|
|
2023
Q2 | $23.4K | Sell |
248
-17
| -6% | -$1.6K | ﹤0.01% | 646 |
|
|
2023
Q1 | $21.9K | Sell |
265
-6,938
| -96% | -$574K | ﹤0.01% | 705 |
|
|
2022
Q4 | $552K | Buy |
+7,203
| New | +$552K | 0.04% | 242 |
|
|
2022
Q1 | $787K | Hold |
7,437
| – | – | 0.05% | 194 |
|
|
2021
Q4 | $812K | Hold |
7,437
| – | – | 0.05% | 196 |
|
|
2021
Q3 | $859K | Buy |
7,437
+17
| +0.2% | +$1.96K | 0.06% | 184 |
|
|
2021
Q2 | $825K | Buy |
7,420
+21
| +0.3% | +$2.34K | 0.06% | 175 |
|
|
2021
Q1 | $690K | Buy |
+7,399
| New | +$690K | 0.05% | 187 |
|
|
2020
Q4 | – | Sell |
-7,167
| Closed | -$576K | – | 336 |
|
|
2020
Q3 | $576K | Sell |
7,167
-207
| -3% | -$16.6K | 0.06% | 182 |
|
|
2020
Q2 | $585K | Hold |
7,374
| – | – | 0.06% | 166 |
|
|
2020
Q1 | $534K | Buy |
7,374
+138
| +2% | +$9.99K | 0.07% | 148 |
|
|
2019
Q4 | $547K | Buy |
7,236
+51
| +0.7% | +$3.86K | 0.06% | 157 |
|
|
2019
Q3 | $580K | Buy |
7,185
+42
| +0.6% | +$3.39K | 0.08% | 140 |
|
|
2019
Q2 | $522K | Sell |
7,143
-3,672
| -34% | -$268K | 0.08% | 143 |
|
|
2019
Q1 | $639K | Buy |
10,815
+90
| +0.8% | +$5.32K | 0.1% | 136 |
|
|
2018
Q4 | $636K | Buy |
10,725
+210
| +2% | +$12.5K | 0.1% | 131 |
|
|
2018
Q3 | $524K | Buy |
10,515
+615
| +6% | +$30.6K | 0.1% | 139 |
|
|
2018
Q2 | $480K | Buy |
9,900
+225
| +2% | +$10.9K | 0.1% | 141 |
|
|
2018
Q1 | $450K | Buy |
9,675
+1,755
| +22% | +$81.6K | 0.1% | 150 |
|
|
2017
Q4 | $298K | Buy |
7,920
+915
| +13% | +$34.4K | 0.08% | 158 |
|
|
2017
Q3 | $255K | Buy |
7,005
+105
| +2% | +$3.82K | 0.07% | 159 |
|
|
2017
Q2 | $272K | Buy |
6,900
+4,950
| +254% | +$195K | 0.08% | 143 |
|
|
2017
Q1 | $60.5K | Buy |
+1,950
| New | +$60.5K | 0.21% | 92 |
|
|
2016
Q3 | $528K | Sell |
13,290
-10,590
| -44% | -$421K | 0.17% | 81 |
|
|
2016
Q2 | $497K | Buy |
+23,880
| New | +$497K | 0.06% | 204 |
|
|
2015
Q4 | $199K | Buy |
+19,530
| New | +$199K | 0.03% | 272 |
|