Aviance Capital Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $563K | Hold |
7,194
| – | – | 0.07% | 212 |
|
|
2025
Q1 | $521K | Sell |
7,194
-600
| -8% | -$43.5K | 0.07% | 216 |
|
|
2024
Q4 | $577K | Buy |
7,794
+600
| +8% | +$44.4K | 0.08% | 200 |
|
|
2024
Q3 | $475K | Hold |
7,194
| – | – | 0.06% | 226 |
|
|
2024
Q2 | $665K | Hold |
7,194
| – | – | 0.09% | 184 |
|
|
2024
Q1 | $687K | Buy |
7,194
+2,748
| +62% | +$263K | 0.1% | 184 |
|
|
2023
Q4 | $339K | Sell |
4,446
-4
| -0.1% | -$305 | 0.07% | 196 |
|
|
2023
Q3 | $308K | Hold |
4,450
| – | – | 0.07% | 204 |
|
|
2023
Q2 | $420K | Hold |
4,450
| – | – | 0.09% | 188 |
|
|
2023
Q1 | $368K | Hold |
4,450
| – | – | 0.08% | 196 |
|
|
2022
Q4 | $332K | Hold |
4,450
| – | – | 0.08% | 209 |
|
|
2022
Q3 | $368K | Hold |
4,450
| – | – | 0.09% | 192 |
|
|
2022
Q2 | $423K | Hold |
4,450
| – | – | 0.09% | 190 |
|
|
2022
Q1 | $524K | Sell |
4,450
-72
| -2% | -$8.48K | 0.1% | 182 |
|
|
2021
Q4 | $586K | Sell |
4,522
-29
| -0.6% | -$3.76K | 0.1% | 180 |
|
|
2021
Q3 | $515K | Sell |
4,551
-33
| -0.7% | -$3.73K | 0.09% | 189 |
|
|
2021
Q2 | $475K | Buy |
4,584
+1,404
| +44% | +$145K | 0.08% | 191 |
|
|
2021
Q1 | $266K | Hold |
3,180
| – | – | 0.05% | 243 |
|
|
2020
Q4 | $290K | Hold |
3,180
| – | – | 0.06% | 221 |
|
|
2020
Q3 | $254K | Hold |
3,180
| – | – | 0.06% | 222 |
|
|
2020
Q2 | $220K | Buy |
+3,180
| New | +$220K | 0.05% | 222 |
|
|
2020
Q1 | – | Sell |
-3,180
| Closed | -$247K | – | 220 |
|
|
2019
Q4 | $247K | Hold |
3,180
| – | – | 0.06% | 205 |
|
|
2019
Q3 | $233K | Buy |
+3,180
| New | +$233K | 0.07% | 202 |
|
|
2019
Q2 | – | Sell |
-3,180
| Closed | -$203K | – | 214 |
|
|
2019
Q1 | $203K | Buy |
+3,180
| New | +$203K | 0.06% | 202 |
|