YorkBridge Wealth Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,550
| Closed | -$201K | – | 287 |
|
|
2021
Q4 | $201K | Buy |
+1,550
| New | +$201K | 0.05% | 278 |
|
|
2019
Q3 | – | Sell |
-2,550
| Closed | -$157K | – | 329 |
|
|
2019
Q2 | $157K | Hold |
2,550
| – | – | 0.07% | 215 |
|
|
2019
Q1 | $163K | Buy |
2,550
+600
| +31% | +$38.4K | 0.08% | 190 |
|
|
2018
Q4 | $100K | Sell |
1,950
-1,500
| -43% | -$76.9K | 0.05% | 246 |
|
|
2018
Q3 | $196K | Sell |
3,450
-1,050
| -23% | -$59.7K | 0.09% | 170 |
|
|
2018
Q2 | $218K | Hold |
4,500
| – | – | 0.1% | 168 |
|
|
2018
Q1 | $209K | Buy |
4,500
+1,500
| +50% | +$69.7K | 0.1% | 173 |
|
|
2017
Q4 | $127K | Hold |
3,000
| – | – | 0.06% | 237 |
|
|
2017
Q3 | $109K | Hold |
3,000
| – | – | 0.06% | 256 |
|
|
2017
Q2 | $118K | Hold |
3,000
| – | – | 0.06% | 236 |
|
|
2017
Q1 | $110K | Buy |
+3,000
| New | +$110K | 0.06% | 243 |
|