Westshore Wealth’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,688
| Closed | -$248K | – | 98 |
|
|
2024
Q2 | $248K | Sell |
2,688
-19
| -0.7% | -$1.76K | 0.1% | 79 |
|
|
2024
Q1 | $259K | Sell |
2,707
-25
| -0.9% | -$2.39K | 0.11% | 78 |
|
|
2023
Q4 | $208K | Buy |
+2,732
| New | +$208K | 0.1% | 89 |
|
|
2023
Q3 | – | Sell |
-2,732
| Closed | -$258K | – | 96 |
|
|
2023
Q2 | $258K | Sell |
2,732
-67
| -2% | -$6.32K | 0.13% | 82 |
|
|
2023
Q1 | $232K | Buy |
+2,799
| New | +$232K | 0.12% | 94 |
|
|
2022
Q4 | – | Sell |
-2,670
| Closed | -$221K | – | 107 |
|
|
2022
Q3 | $221K | Buy |
2,670
+81
| +3% | +$6.7K | 0.15% | 81 |
|
|
2022
Q2 | $246K | Buy |
2,589
+394
| +18% | +$37.4K | 0.16% | 73 |
|
|
2022
Q1 | $258K | Buy |
2,195
+118
| +6% | +$13.9K | 0.17% | 76 |
|
|
2021
Q4 | $269K | Hold |
2,077
| – | – | 0.18% | 67 |
|
|
2021
Q3 | $235K | Sell |
2,077
-178
| -8% | -$20.1K | 0.19% | 68 |
|
|
2021
Q2 | $234K | Buy |
+2,255
| New | +$234K | 0.12% | 122 |
|