Bogart Wealth LLC’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.27K | Sell |
29
-1,011
| -97% | -$79.1K | ﹤0.01% | 1078 |
|
|
2025
Q1 | $75.4K | Sell |
1,040
-91,728
| -99% | -$6.65M | ﹤0.01% | 336 |
|
|
2024
Q4 | $6.87M | Buy |
92,768
+25,657
| +38% | +$1.9M | 0.33% | 73 |
|
|
2024
Q3 | $4.43M | Buy |
67,111
+5,408
| +9% | +$357K | 0.21% | 94 |
|
|
2024
Q2 | $5.7M | Buy |
+61,703
| New | +$5.7M | 0.29% | 84 |
|
|
2023
Q4 | – | Sell |
-23
| Closed | -$1.59K | – | 1086 |
|
|
2023
Q3 | $1.59K | Hold |
23
| – | – | ﹤0.01% | 909 |
|
|
2023
Q2 | $2.17K | Sell |
23
-48
| -68% | -$4.53K | ﹤0.01% | 868 |
|
|
2023
Q1 | $5.87K | Sell |
71
-239
| -77% | -$19.8K | ﹤0.01% | 682 |
|
|
2022
Q4 | $23.1K | Buy |
310
+10
| +3% | +$746 | ﹤0.01% | 411 |
|
|
2022
Q3 | $25K | Buy |
+300
| New | +$25K | ﹤0.01% | 397 |
|
|
2022
Q2 | – | Sell |
-2,136
| Closed | -$251K | – | 916 |
|
|
2022
Q1 | $251K | Hold |
2,136
| – | – | 0.02% | 147 |
|
|
2021
Q4 | $277K | Hold |
2,136
| – | – | 0.03% | 143 |
|
|
2021
Q3 | $242K | Hold |
2,136
| – | – | 0.02% | 141 |
|
|
2021
Q2 | $221K | Hold |
2,136
| – | – | 0.02% | 142 |
|
|
2021
Q1 | $179K | Hold |
2,136
| – | – | 0.02% | 137 |
|
|
2020
Q4 | $194K | Buy |
2,136
+300
| +16% | +$27.2K | 0.04% | 130 |
|
|
2020
Q3 | $146K | Hold |
1,836
| – | – | 0.03% | 135 |
|
|
2020
Q2 | $127K | Hold |
1,836
| – | – | 0.03% | 133 |
|
|
2020
Q1 | $115K | Hold |
1,836
| – | – | 0.03% | 130 |
|
|
2019
Q4 | $143K | Hold |
1,836
| – | – | 0.05% | 122 |
|
|
2019
Q3 | $135K | Hold |
1,836
| – | – | 0.07% | 109 |
|
|
2019
Q2 | $113K | Hold |
1,836
| – | – | 0.07% | 110 |
|
|
2019
Q1 | $117K | Hold |
1,836
| – | – | 0.06% | 104 |
|
|
2018
Q4 | $93K | Hold |
1,836
| – | – | 0.05% | 105 |
|
|
2018
Q3 | $107K | Hold |
1,836
| – | – | 0.06% | 101 |
|
|
2018
Q2 | $89K | Sell |
1,836
-1,020
| -36% | -$49.4K | 0.05% | 106 |
|
|
2018
Q1 | $134K | Buy |
+2,856
| New | +$134K | 0.08% | 88 |
|