A.D. Beadell Investment Counsel’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2014
Q3 | – | Sell |
-22,410
| Closed | -$321K | – | 101 |
|
|
2014
Q2 | $321K | Hold |
22,410
| – | – | 0.24% | 92 |
|
|
2014
Q1 | $277K | Sell |
22,410
-7,020
| -24% | -$86.8K | 0.23% | 85 |
|
|
2013
Q4 | $322K | Hold |
29,430
| – | – | 0.27% | 83 |
|
|
2013
Q3 | $341K | Hold |
29,430
| – | – | 0.31% | 75 |
|
|
2013
Q2 | $329K | Buy |
+29,430
| New | +$329K | 0.3% | 73 |
|