White Knight Strategic Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,098
| Closed | -$303K | – | 86 |
|
|
2024
Q4 | $303K | Buy |
+4,098
| New | +$303K | 0.13% | 97 |
|
|
2024
Q3 | – | Sell |
-2,679
| Closed | -$247K | – | 85 |
|
|
2024
Q2 | $247K | Sell |
2,679
-48
| -2% | -$4.43K | 0.25% | 70 |
|
|
2024
Q1 | $261K | Sell |
2,727
-219
| -7% | -$20.9K | 0.27% | 64 |
|
|
2023
Q4 | $225K | Sell |
2,946
-20
| -0.7% | -$1.53K | 0.26% | 68 |
|
|
2023
Q3 | $205K | Sell |
2,966
-60
| -2% | -$4.16K | 0.27% | 60 |
|
|
2023
Q2 | $285K | Hold |
3,026
| – | – | 0.33% | 56 |
|
|
2023
Q1 | $250K | Hold |
3,026
| – | – | 0.31% | 59 |
|
|
2022
Q4 | $226K | Hold |
3,026
| – | – | 0.31% | 61 |
|
|
2022
Q3 | $250K | Buy |
3,026
+50
| +2% | +$4.13K | 0.36% | 54 |
|
|
2022
Q2 | $283K | Hold |
2,976
| – | – | 0.39% | 51 |
|
|
2022
Q1 | $350K | Hold |
2,976
| – | – | 0.38% | 51 |
|
|
2021
Q4 | $386K | Buy |
+2,976
| New | +$386K | 0.4% | 53 |
|