Braun-Bostich & 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 |
-2,197
| Closed | -$203K | – | 116 |
|
|
2024
Q2 | $203K | Sell |
2,197
-1,389
| -39% | -$128K | 0.15% | 110 |
|
|
2024
Q1 | $343K | Sell |
3,586
-1,461
| -29% | -$140K | 0.29% | 82 |
|
|
2023
Q4 | $385K | Buy |
5,047
+1,674
| +50% | +$128K | 0.35% | 72 |
|
|
2023
Q3 | $234K | Buy |
+3,373
| New | +$234K | 0.44% | 45 |
|
|
2022
Q2 | – | Sell |
-1,707
| Closed | -$201K | – | 67 |
|
|
2022
Q1 | $201K | Buy |
+1,707
| New | +$201K | 0.43% | 66 |
|
|
2020
Q4 | – | Sell |
-3,566
| Closed | -$285K | – | 115 |
|
|
2020
Q3 | $285K | Buy |
3,566
+317
| +10% | +$25.3K | 0.28% | 52 |
|
|
2020
Q2 | $225K | Buy |
3,249
+45
| +1% | +$3.12K | 0.22% | 67 |
|
|
2020
Q1 | $184K | Hold |
3,204
| – | – | 0.23% | 75 |
|
|
2019
Q4 | $248K | Hold |
3,204
| – | – | 0.24% | 68 |
|
|
2019
Q3 | $235K | Sell |
3,204
-1,167
| -27% | -$85.6K | 0.27% | 77 |
|
|
2019
Q2 | $269K | Sell |
4,371
-4,716
| -52% | -$290K | 0.28% | 81 |
|
|
2019
Q1 | $580K | Sell |
9,087
-2,052
| -18% | -$131K | 0.6% | 38 |
|
|
2018
Q4 | $569K | Buy |
11,139
+10,197
| +1,082% | +$521K | 0.6% | 56 |
|
|
2018
Q3 | $55K | Buy |
+942
| New | +$55K | 0.05% | 173 |
|