Beacon Investment Advisory Services’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-50,178
| Closed | -$3.31M | – | 252 |
|
|
2024
Q3 | $3.31M | Sell |
50,178
-17,347
| -26% | -$1.14M | 0.14% | 102 |
|
|
2024
Q2 | $6.24M | Sell |
67,525
-5,182
| -7% | -$479K | 0.27% | 78 |
|
|
2024
Q1 | $6.95M | Sell |
72,707
-711
| -1% | -$67.9K | 0.3% | 75 |
|
|
2023
Q4 | $5.6M | Sell |
73,418
-3,295
| -4% | -$251K | 0.25% | 85 |
|
|
2023
Q3 | $5.31M | Buy |
76,713
+2,658
| +4% | +$184K | 0.26% | 80 |
|
|
2023
Q2 | $6.99M | Buy |
74,055
+2,210
| +3% | +$208K | 0.32% | 69 |
|
|
2023
Q1 | $5.94M | Sell |
71,845
-262
| -0.4% | -$21.7K | 0.29% | 77 |
|
|
2022
Q4 | $5.38M | Buy |
72,107
+613
| +0.9% | +$45.7K | 0.28% | 79 |
|
|
2022
Q3 | $5.91M | Buy |
71,494
+8,834
| +14% | +$730K | 0.33% | 71 |
|
|
2022
Q2 | $5.96M | Buy |
62,660
+180
| +0.3% | +$17.1K | 0.31% | 75 |
|
|
2022
Q1 | $7.36M | Buy |
62,480
+157
| +0.3% | +$18.5K | 0.31% | 74 |
|
|
2021
Q4 | $8.07M | Buy |
62,323
+2,466
| +4% | +$319K | 0.31% | 77 |
|
|
2021
Q3 | $6.78M | Sell |
59,857
-1,220
| -2% | -$138K | 0.28% | 82 |
|
|
2021
Q2 | $6.33M | Buy |
61,077
+853
| +1% | +$88.3K | 0.26% | 81 |
|
|
2021
Q1 | $5.04M | Buy |
60,224
+2,020
| +3% | +$169K | 0.22% | 88 |
|
|
2020
Q4 | $5.31M | Buy |
58,204
+7,070
| +14% | +$645K | 0.25% | 81 |
|
|
2020
Q3 | $4.08M | Buy |
51,134
+8,296
| +19% | +$662K | 0.21% | 87 |
|
|
2020
Q2 | $2.96M | Buy |
42,838
+28,774
| +205% | +$1.99M | 0.17% | 99 |
|
|
2020
Q1 | $884K | Buy |
+14,064
| New | +$884K | 0.06% | 137 |
|