ACG Wealth’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-682
| Closed | -$65K | – | 474 |
|
|
2022
Q2 | $65K | Sell |
682
-3,400
| -83% | -$324K | 0.01% | 398 |
|
|
2022
Q1 | $481K | Sell |
4,082
-2,160
| -35% | -$255K | 0.09% | 177 |
|
|
2021
Q4 | $809K | Hold |
6,242
| – | – | 0.12% | 170 |
|
|
2021
Q3 | $707K | Hold |
6,242
| – | – | 0.09% | 168 |
|
|
2021
Q2 | $646K | Buy |
6,242
+2
| +0% | +$207 | 0.08% | 175 |
|
|
2021
Q1 | $522K | Hold |
6,240
| – | – | 0.07% | 193 |
|
|
2020
Q4 | $569K | Hold |
6,240
| – | – | 0.08% | 176 |
|
|
2020
Q3 | $498K | Hold |
6,240
| – | – | 0.08% | 178 |
|
|
2020
Q2 | $431K | Hold |
6,240
| – | – | 0.07% | 179 |
|
|
2020
Q1 | $392K | Hold |
6,240
| – | – | 0.07% | 204 |
|
|
2019
Q4 | $485K | Hold |
6,240
| – | – | 0.07% | 212 |
|
|
2019
Q3 | $457K | Sell |
6,240
-600
| -9% | -$43.9K | 0.07% | 221 |
|
|
2019
Q2 | $421K | Sell |
6,840
-15
| -0.2% | -$923 | 0.06% | 238 |
|
|
2019
Q1 | $437K | Buy |
6,855
+15
| +0.2% | +$956 | 0.06% | 224 |
|
|
2018
Q4 | $349K | Hold |
6,840
| – | – | 0.05% | 223 |
|
|
2018
Q3 | $397K | Hold |
6,840
| – | – | 0.05% | 218 |
|
|
2018
Q2 | $332K | Hold |
6,840
| – | – | 0.05% | 217 |
|
|
2018
Q1 | $318K | Hold |
6,840
| – | – | 0.05% | 222 |
|
|
2017
Q4 | $257K | Sell |
6,840
-84
| -1% | -$3.16K | 0.04% | 268 |
|
|
2017
Q3 | $252K | Buy |
+6,924
| New | +$252K | 0.04% | 223 |
|
|
2017
Q2 | – | Sell |
-6,840
| Closed | -$214K | – | 328 |
|
|
2017
Q1 | $214K | Buy |
+6,840
| New | +$214K | 0.04% | 250 |
|
|
2016
Q4 | – | Sell |
-6,240
| Closed | -$251K | – | 265 |
|
|
2016
Q3 | $251K | Hold |
6,240
| – | – | 0.05% | 201 |
|
|
2016
Q2 | $207K | Buy |
+6,240
| New | +$207K | 0.05% | 203 |
|