WF
WoodTrust Financial’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,065
| Closed | -$836K | – | 166 |
|
|
2023
Q3 | $836K | Buy |
12,065
+285
| +2% | +$19.7K | 0.16% | 83 |
|
|
2023
Q2 | $1.11M | Buy |
11,780
+250
| +2% | +$23.6K | 0.21% | 74 |
|
|
2023
Q1 | $954K | Buy |
11,530
+1,300
| +13% | +$108K | 0.19% | 78 |
|
|
2022
Q4 | $763K | Hold |
10,230
| – | – | 0.16% | 84 |
|
|
2022
Q3 | $846K | Buy |
10,230
+999
| +11% | +$82.6K | 0.19% | 80 |
|
|
2022
Q2 | $878K | Buy |
9,231
+3,500
| +61% | +$333K | 0.2% | 74 |
|
|
2022
Q1 | $675K | Sell |
5,731
-600
| -9% | -$70.7K | 0.14% | 88 |
|
|
2021
Q4 | $820K | Buy |
6,331
+1,750
| +38% | +$227K | 0.17% | 76 |
|
|
2021
Q3 | $518K | Buy |
4,581
+1,845
| +67% | +$209K | 0.12% | 89 |
|
|
2021
Q2 | $283K | Buy |
+2,736
| New | +$283K | 0.07% | 109 |
|
|
2019
Q3 | – | Sell |
-1,840
| Closed | -$340K | – | 74 |
|
|
2019
Q2 | $340K | Buy |
+1,840
| New | +$340K | 0.15% | 60 |
|