Avantax Planning Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,338
| Closed | -$216K | – | 454 |
|
|
2024
Q2 | $216K | Sell |
2,338
-6
| -0.3% | -$554 | 0.01% | 430 |
|
|
2024
Q1 | $224K | Buy |
+2,344
| New | +$224K | 0.01% | 423 |
|
|
2023
Q3 | – | Sell |
-2,416
| Closed | -$228K | – | 373 |
|
|
2023
Q2 | $228K | Buy |
+2,416
| New | +$228K | 0.01% | 335 |
|
|
2022
Q3 | – | Sell |
-2,594
| Closed | -$247K | – | 351 |
|
|
2022
Q2 | $247K | Buy |
2,594
+6
| +0.2% | +$571 | 0.01% | 297 |
|
|
2022
Q1 | $305K | Sell |
2,588
-28
| -1% | -$3.3K | 0.01% | 276 |
|
|
2021
Q4 | $339K | Buy |
2,616
+28
| +1% | +$3.63K | 0.01% | 261 |
|
|
2021
Q3 | $293K | Hold |
2,588
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $268K | Buy |
+2,588
| New | +$268K | 0.01% | 272 |
|
|
2021
Q1 | – | Sell |
-2,385
| Closed | -$218K | – | 320 |
|
|
2020
Q4 | $218K | Sell |
2,385
-657
| -22% | -$60.1K | 0.01% | 264 |
|
|
2020
Q3 | $243K | Hold |
3,042
| – | – | 0.01% | 255 |
|
|
2020
Q2 | $210K | Buy |
+3,042
| New | +$210K | 0.01% | 259 |
|
|
2020
Q1 | – | Sell |
-3,045
| Closed | -$237K | – | 287 |
|
|
2019
Q4 | $237K | Buy |
3,045
+138
| +5% | +$10.7K | 0.01% | 265 |
|
|
2019
Q3 | $213K | Buy |
+2,907
| New | +$213K | 0.01% | 286 |
|
|
2018
Q4 | – | Sell |
-1,824
| Closed | -$106K | – | 558 |
|
|
2018
Q3 | $106K | Buy |
+1,824
| New | +$106K | 0.01% | 336 |
|
|
2018
Q2 | – | Sell |
-30,060
| Closed | -$1.4M | – | 599 |
|
|
2018
Q1 | $1.4M | Buy |
30,060
+81
| +0.3% | +$3.76K | 0.12% | 73 |
|
|
2017
Q4 | $1.13M | Sell |
29,979
-105
| -0.3% | -$3.94K | 0.1% | 90 |
|
|
2017
Q3 | $1.1M | Sell |
30,084
-5,754
| -16% | -$210K | 0.09% | 109 |
|
|
2017
Q2 | $1.41M | Buy |
35,838
+330
| +0.9% | +$13K | 0.12% | 85 |
|
|
2017
Q1 | $1.11M | Buy |
35,508
+11,019
| +45% | +$345K | 0.1% | 90 |
|
|
2016
Q4 | $765K | Buy |
+24,489
| New | +$765K | 0.08% | 117 |
|