Bill Few Associates’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 |
-2,628
| Closed | -$243K | – | 180 |
|
2024
Q2 | $243K | Buy |
2,628
+221
| +9% | +$20.4K | 0.09% | 149 |
|
2024
Q1 | $230K | Buy |
+2,407
| New | +$230K | 0.09% | 151 |
|
2023
Q4 | – | Sell |
-3,071
| Closed | -$213K | – | 157 |
|
2023
Q3 | $213K | Hold |
3,071
| – | – | 0.11% | 129 |
|
2023
Q2 | $290K | Hold |
3,071
| – | – | 0.15% | 112 |
|
2023
Q1 | $254K | Hold |
3,071
| – | – | 0.14% | 111 |
|
2022
Q4 | $229K | Sell |
3,071
-236
| -7% | -$17.6K | 0.14% | 112 |
|
2022
Q3 | $273K | Sell |
3,307
-111
| -3% | -$9.16K | 0.18% | 93 |
|
2022
Q2 | $325K | Hold |
3,418
| – | – | 0.21% | 84 |
|
2022
Q1 | $402K | Buy |
+3,418
| New | +$402K | 0.22% | 82 |
|