Boston Financial Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $1.03M | Hold |
13,954
| – | – | 0.03% | 190 |
|
|
2024
Q3 | $921K | Hold |
13,954
| – | – | 0.03% | 202 |
|
|
2024
Q2 | $1.29M | Buy |
13,954
+80
| +0.6% | +$7.39K | 0.04% | 174 |
|
|
2024
Q1 | $1.33M | Hold |
13,874
| – | – | 0.04% | 175 |
|
|
2023
Q4 | $1.06M | Hold |
13,874
| – | – | 0.04% | 187 |
|
|
2023
Q3 | $961K | Hold |
13,874
| – | – | 0.04% | 178 |
|
|
2023
Q2 | $1.31M | Sell |
13,874
-25
| -0.2% | -$2.36K | 0.05% | 166 |
|
|
2023
Q1 | $1.15M | Hold |
13,899
| – | – | 0.05% | 166 |
|
|
2022
Q4 | $1.04M | Buy |
13,899
+25
| +0.2% | +$1.87K | 0.04% | 177 |
|
|
2022
Q3 | $1.15M | Sell |
13,874
-7
| -0.1% | -$578 | 0.05% | 160 |
|
|
2022
Q2 | $1.32M | Buy |
13,881
+184
| +1% | +$17.5K | 0.06% | 141 |
|
|
2022
Q1 | $1.61M | Buy |
13,697
+213
| +2% | +$25.1K | 0.06% | 137 |
|
|
2021
Q4 | $1.75M | Hold |
13,484
| – | – | 0.06% | 121 |
|
|
2021
Q3 | $1.53M | Sell |
13,484
-448
| -3% | -$50.7K | 0.06% | 122 |
|
|
2021
Q2 | $1.44M | Hold |
13,932
| – | – | 0.06% | 121 |
|
|
2021
Q1 | $1.17M | Hold |
13,932
| – | – | 0.05% | 121 |
|
|
2020
Q4 | $1.27M | Hold |
13,932
| – | – | 0.06% | 119 |
|
|
2020
Q3 | $1.11M | Hold |
13,932
| – | – | 0.05% | 121 |
|
|
2020
Q2 | $963K | Hold |
13,932
| – | – | 0.05% | 125 |
|
|
2020
Q1 | $876K | Buy |
13,932
+10,182
| +272% | +$640K | 0.06% | 124 |
|
|
2019
Q4 | $292K | Hold |
3,750
| – | – | 0.02% | 213 |
|
|
2019
Q3 | $275K | Hold |
3,750
| – | – | 0.02% | 224 |
|
|
2019
Q2 | $231K | Hold |
3,750
| – | – | 0.01% | 241 |
|
|
2019
Q1 | $239K | Buy |
+3,750
| New | +$239K | 0.01% | 239 |
|
|
2018
Q4 | – | Sell |
-4,557
| Closed | -$264K | – | 260 |
|
|
2018
Q3 | $264K | Buy |
+4,557
| New | +$264K | 0.02% | 263 |
|