Beaton Management Company’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 |
-2,625
| Closed | -$250K | – | 127 |
|
|
2022
Q2 | $250K | Hold |
2,625
| – | – | 0.18% | 113 |
|
|
2022
Q1 | $309K | Hold |
2,625
| – | – | 0.19% | 109 |
|
|
2021
Q4 | $340K | Hold |
2,625
| – | – | 0.2% | 104 |
|
|
2021
Q3 | $297K | Hold |
2,625
| – | – | 0.2% | 108 |
|
|
2021
Q2 | $272K | Hold |
2,625
| – | – | 0.17% | 120 |
|
|
2021
Q1 | $220K | Sell |
2,625
-200
| -7% | -$16.8K | 0.15% | 128 |
|
|
2020
Q4 | $258K | Sell |
2,825
-175
| -6% | -$16K | 0.19% | 106 |
|
|
2020
Q3 | $239K | Hold |
3,000
| – | – | 0.2% | 104 |
|
|
2020
Q2 | $207K | Buy |
+3,000
| New | +$207K | 0.18% | 107 |
|
|
2020
Q1 | – | Sell |
-3,000
| Closed | -$233K | – | 112 |
|
|
2019
Q4 | $233K | Hold |
3,000
| – | – | 0.18% | 110 |
|
|
2019
Q3 | $220K | Buy |
+3,000
| New | +$220K | 0.18% | 115 |
|