WealthShield Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.98M | Buy |
+25,342
| New | +$1.98M | 0.24% | 119 |
|
|
2023
Q3 | – | Sell |
-20,312
| Closed | -$1.92M | – | 490 |
|
|
2023
Q2 | $1.92M | Sell |
20,312
-4,209
| -17% | -$397K | 0.29% | 95 |
|
|
2023
Q1 | $2.03M | Buy |
+24,521
| New | +$2.03M | 0.33% | 79 |
|
|
2022
Q4 | – | Sell |
-16,191
| Closed | -$1.34M | – | 297 |
|
|
2022
Q3 | $1.34M | Buy |
16,191
+1,180
| +8% | +$97.5K | 0.27% | 99 |
|
|
2022
Q2 | $1.43M | Buy |
15,011
+1,151
| +8% | +$109K | 0.28% | 87 |
|
|
2022
Q1 | $1.63M | Buy |
13,860
+2,010
| +17% | +$237K | 0.26% | 89 |
|
|
2021
Q4 | $1.54M | Buy |
11,850
+1,950
| +20% | +$253K | 0.26% | 85 |
|
|
2021
Q3 | $1.12M | Buy |
9,900
+9,451
| +2,105% | +$1.07M | 0.3% | 73 |
|
|
2021
Q2 | $47K | Buy |
+449
| New | +$47K | 0.01% | 485 |
|
|
2021
Q1 | – | Sell |
-5,205
| Closed | -$474K | – | 1149 |
|
|
2020
Q4 | $474K | Buy |
5,205
+910
| +21% | +$82.9K | 0.09% | 178 |
|
|
2020
Q3 | $343K | Buy |
+4,295
| New | +$343K | 0.12% | 176 |
|