WAM
Worth Asset Management’s Edwards Lifesciences EW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q3 | – | Sell |
-45
| Closed | -$4.25K | – | 193 |
|
2023
Q2 | $4.25K | Hold |
45
| – | – | ﹤0.01% | 372 |
|
2023
Q1 | $3.72K | Hold |
45
| – | – | ﹤0.01% | 396 |
|
2022
Q4 | $3.36K | Hold |
45
| – | – | ﹤0.01% | 391 |
|
2022
Q3 | $4K | Sell |
45
-84
| -65% | -$7.47K | ﹤0.01% | 363 |
|
2022
Q2 | $12K | Sell |
129
-6
| -4% | -$558 | 0.01% | 335 |
|
2022
Q1 | $13K | Buy |
+135
| New | +$13K | 0.01% | 337 |
|