Braun Stacey Associates’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-152,922
| Closed | -$8.87M | – | 123 |
|
|
2018
Q3 | $8.87M | Buy |
152,922
+16,308
| +12% | +$946K | 0.57% | 86 |
|
|
2018
Q2 | $6.63M | Buy |
+136,614
| New | +$6.63M | 0.45% | 92 |
|
|
2018
Q1 | – | Sell |
-129,288
| Closed | -$4.86M | – | 130 |
|
|
2017
Q4 | $4.86M | Sell |
129,288
-11,142
| -8% | -$419K | 0.33% | 99 |
|
|
2017
Q3 | $5.12M | Buy |
140,430
+2,580
| +2% | +$94K | 0.35% | 95 |
|
|
2017
Q2 | $5.43M | Sell |
137,850
-4,710
| -3% | -$186K | 0.35% | 97 |
|
|
2017
Q1 | $4.47M | Sell |
142,560
-348,207
| -71% | -$10.9M | 0.28% | 102 |
|
|
2016
Q4 | $15.3M | Sell |
490,767
-58,356
| -11% | -$1.82M | 1.01% | 38 |
|
|
2016
Q3 | $22.1M | Buy |
549,123
+28,647
| +6% | +$1.15M | 1.4% | 6 |
|
|
2016
Q2 | $17.3M | Buy |
520,476
+212,601
| +69% | +$7.07M | 1.12% | 30 |
|
|
2016
Q1 | $9.05M | Buy |
+307,875
| New | +$9.05M | 0.59% | 89 |
|