Andesa Financial Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q1 | $362K | Buy |
5,448
+2,479
| +83% | +$165K | 0.19% | 85 |
|
2022
Q4 | $222K | Sell |
2,969
-1,657
| -36% | -$124K | 0.12% | 133 |
|
2022
Q3 | $383K | Buy |
4,626
+1,909
| +70% | +$158K | 0.13% | 103 |
|
2022
Q2 | $258K | Buy |
2,717
+334
| +14% | +$31.7K | 0.16% | 114 |
|
2022
Q1 | $279K | Buy |
2,383
+229
| +11% | +$26.8K | 0.15% | 119 |
|
2021
Q4 | $279K | Buy |
2,154
+356
| +20% | +$46.1K | 0.14% | 129 |
|
2021
Q3 | $204K | Sell |
1,798
-1,664
| -48% | -$189K | 0.11% | 138 |
|
2021
Q2 | $356K | Buy |
3,462
+856
| +33% | +$88K | 0.11% | 118 |
|
2021
Q1 | $218K | Buy |
+2,606
| New | +$218K | 0.07% | 137 |
|
2020
Q4 | – | Sell |
-4,550
| Closed | -$363K | – | 121 |
|
2020
Q3 | $363K | Buy |
+4,550
| New | +$363K | 0.15% | 105 |
|