Berger Financial Group’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 |
-3,219
| Closed | -$297K | – | 391 |
|
|
2024
Q2 | $297K | Sell |
3,219
-686
| -18% | -$63.4K | 0.02% | 286 |
|
|
2024
Q1 | $373K | Sell |
3,905
-239
| -6% | -$22.8K | 0.03% | 245 |
|
|
2023
Q4 | $316K | Sell |
4,144
-666
| -14% | -$50.8K | 0.03% | 221 |
|
|
2023
Q3 | $333K | Sell |
4,810
-1,012
| -17% | -$70.1K | 0.04% | 194 |
|
|
2023
Q2 | $549K | Sell |
5,822
-91
| -2% | -$8.58K | 0.06% | 149 |
|
|
2023
Q1 | $489K | Sell |
5,913
-272
| -4% | -$22.5K | 0.06% | 154 |
|
|
2022
Q4 | $461K | Sell |
6,185
-426
| -6% | -$31.8K | 0.06% | 158 |
|
|
2022
Q3 | $546K | Sell |
6,611
-368
| -5% | -$30.4K | 0.08% | 132 |
|
|
2022
Q2 | $664K | Sell |
6,979
-2,156
| -24% | -$205K | 0.1% | 115 |
|
|
2022
Q1 | $1.08M | Buy |
9,135
+378
| +4% | +$44.5K | 0.14% | 96 |
|
|
2021
Q4 | $1.13M | Buy |
+8,757
| New | +$1.13M | 0.15% | 94 |
|