Brown Shipley & Co’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-33,995
| Closed | -$3.2M | – | 97 |
|
|
2024
Q1 | $3.2M | Buy |
+33,995
| New | +$3.2M | 1.01% | 27 |
|
|
2023
Q3 | – | Sell |
-27,345
| Closed | -$2.58M | – | 108 |
|
|
2023
Q2 | $2.58M | Buy |
27,345
+2,220
| +9% | +$209K | 1.06% | 31 |
|
|
2023
Q1 | $2.08M | Buy |
+25,125
| New | +$2.08M | 1.34% | 25 |
|