Berman Capital Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $568K | Buy |
5,029
+1,773
| +54% | +$200K | 0.09% | 122 |
|
|
2021
Q2 | $335K | Buy |
3,256
+1,162
| +55% | +$120K | 0.05% | 165 |
|
|
2021
Q1 | $174K | Buy |
2,094
+386
| +23% | +$32.1K | 0.04% | 207 |
|
|
2020
Q4 | $155K | Buy |
1,708
+124
| +8% | +$11.3K | 0.04% | 197 |
|
|
2020
Q3 | $126K | Sell |
1,584
-94
| -6% | -$7.48K | 0.04% | 196 |
|
|
2020
Q2 | $115K | Buy |
1,678
+40
| +2% | +$2.74K | 0.03% | 206 |
|
|
2020
Q1 | $101K | Buy |
1,638
+210
| +15% | +$12.9K | 0.03% | 191 |
|
|
2019
Q4 | $110K | Buy |
1,428
+78
| +6% | +$6.01K | 0.03% | 213 |
|
|
2019
Q3 | $98K | Buy |
1,350
+18
| +1% | +$1.31K | 0.03% | 211 |
|
|
2019
Q2 | $81K | Buy |
1,332
+303
| +29% | +$18.4K | 0.03% | 233 |
|
|
2019
Q1 | $65K | Buy |
1,029
+240
| +30% | +$15.2K | 0.02% | 244 |
|
|
2018
Q4 | $39K | Buy |
+789
| New | +$39K | 0.02% | 279 |
|