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YorkBridge Wealth Partners’s Edwards Lifesciences EW Stock Holding History

YorkBridge Wealth Partners’s Portfolio EW Stock Details EW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,550
Closed -$201K – 287
2021
Q4 		$201K Buy
+1,550
New +$181K 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% +$34.2K 0.08% 190
2018
Q4 		$100K Sell
1,950
-1,500
-43% -$75.9K 0.05% 246
2018
Q3 		$196K Sell
3,450
-1,050
-23% -$51.4K 0.09% 170
2018
Q2 		$218K Hold
4,500
– – 0.1% 168
2018
Q1 		$209K Buy
4,500
+1,500
+50% +$65.1K 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 +$93.9K 0.06% 243

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