WR Wealth Planners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.04K | Sell |
41
-32
| -44% | -$2.37K | ﹤0.01% | 785 |
|
|
2024
Q3 | $4.82K | Sell |
73
-23
| -24% | -$1.52K | ﹤0.01% | 749 |
|
|
2024
Q2 | $8.87K | Buy |
96
+34
| +55% | +$3.14K | ﹤0.01% | 614 |
|
|
2024
Q1 | $5.93K | Buy |
+62
| New | +$5.93K | ﹤0.01% | 687 |
|
|
2022
Q4 | – | Sell |
-36
| Closed | -$2.98K | – | 517 |
|
|
2022
Q3 | $2.98K | Buy |
+36
| New | +$2.98K | ﹤0.01% | 365 |
|