Wealthstreet Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-10,506
| Closed | -$878K | – | 170 |
|
|
2021
Q1 | $878K | Hold |
10,506
| – | – | 0.09% | 182 |
|
|
2020
Q4 | $958K | Hold |
10,506
| – | – | 0.1% | 169 |
|
|
2020
Q3 | $839K | Hold |
10,506
| – | – | 0.09% | 166 |
|
|
2020
Q2 | $726K | Buy |
10,506
+900
| +9% | +$62.2K | 0.09% | 172 |
|
|
2020
Q1 | $604K | Hold |
9,606
| – | – | 0.09% | 166 |
|
|
2019
Q4 | $747K | Hold |
9,606
| – | – | 0.09% | 185 |
|
|
2019
Q3 | $764K | Hold |
9,606
| – | – | 0.1% | 169 |
|
|
2019
Q2 | $592K | Hold |
9,606
| – | – | 0.08% | 202 |
|
|
2019
Q1 | $613K | Hold |
9,606
| – | – | 0.08% | 194 |
|
|
2018
Q4 | $539K | Hold |
9,606
| – | – | 0.08% | 202 |
|
|
2018
Q3 | $557K | Hold |
9,606
| – | – | 0.07% | 227 |
|
|
2018
Q2 | $466K | Hold |
9,606
| – | – | 0.06% | 247 |
|
|
2018
Q1 | $447K | Hold |
9,606
| – | – | 0.06% | 246 |
|
|
2017
Q4 | $361K | Buy |
+9,606
| New | +$361K | 0.04% | 265 |
|