WESPAC Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-5,277
| Closed | -$502K | – | 88 |
|
|
2022
Q2 | $502K | Buy |
5,277
+452
| +9% | +$43K | 0.38% | 56 |
|
|
2022
Q1 | $568K | Buy |
4,825
+874
| +22% | +$103K | 0.61% | 69 |
|
|
2021
Q4 | $512K | Sell |
3,951
-2,724
| -41% | -$353K | 0.34% | 95 |
|
|
2021
Q3 | $756K | Buy |
+6,675
| New | +$756K | 0.47% | 76 |
|
|
2021
Q2 | – | Sell |
-2,454
| Closed | -$205K | – | 112 |
|
|
2021
Q1 | $205K | Hold |
2,454
| – | – | 0.15% | 157 |
|
|
2020
Q4 | $224K | Buy |
+2,454
| New | +$224K | 0.17% | 134 |
|
|
2020
Q1 | – | Sell |
-9,486
| Closed | -$738K | – | 65 |
|
|
2019
Q4 | $738K | Sell |
9,486
-150
| -2% | -$11.7K | 0.72% | 52 |
|
|
2019
Q3 | $706K | Buy |
+9,636
| New | +$706K | 0.7% | 54 |
|
|
2018
Q4 | – | Sell |
-4,908
| Closed | -$285K | – | 118 |
|
|
2018
Q3 | $285K | Buy |
+4,908
| New | +$285K | 0.17% | 117 |
|
|
2018
Q2 | – | Sell |
-4,929
| Closed | -$229K | – | 121 |
|
|
2018
Q1 | $229K | Buy |
+4,929
| New | +$229K | 0.14% | 128 |
|