Buckingham Strategic Wealth’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $1.7M | Sell |
18,422
-1,038
| -5% | -$91.9K | 0.02% | 257 |
|
|
2024
Q1 | $1.86M | Buy |
19,460
+1,135
| +6% | +$95.3K | 0.02% | 251 |
|
|
2023
Q4 | $1.4M | Sell |
18,325
-1,464
| -7% | -$102K | 0.02% | 279 |
|
|
2023
Q3 | $1.37M | Buy |
19,789
+4
| +0% | +$321 | 0.02% | 253 |
|
|
2023
Q2 | $1.87M | Sell |
19,785
-2,215
| -10% | -$193K | 0.03% | 220 |
|
|
2023
Q1 | $1.64M | Hold |
22,000
| – | – | 0.03% | 203 |
|
|
2022
Q4 | $1.64M | Sell |
22,000
-1,897
| -8% | -$146K | 0.03% | 204 |
|
|
2022
Q3 | $1.98M | Buy |
23,897
+645
| +3% | +$62.1K | 0.04% | 174 |
|
|
2022
Q2 | $2.21M | Buy |
+23,252
| New | +$2.41M | 0.04% | 164 |
|
|
2021
Q3 | – | Sell |
-20,241
| Closed | -$2.1M | – | 597 |
|
|
2021
Q2 | $2.1M | Buy |
20,241
+16
| +0.1% | +$1.51K | 0.05% | 162 |
|
|
2021
Q1 | $1.69M | Sell |
20,225
-348
| -2% | -$29.4K | 0.08% | 168 |
|
|
2020
Q4 | $1.88M | Buy |
20,573
+17,280
| +525% | +$1.43M | 0.1% | 150 |
|
|
2020
Q3 | $263K | Buy |
3,293
+203
| +7% | +$15.8K | 0.02% | 407 |
|
|
2020
Q2 | $214K | Sell |
3,090
-267
| -8% | -$19K | 0.02% | 367 |
|
|
2020
Q1 | $211K | Buy |
3,357
+45
| +1% | +$3.25K | 0.02% | 415 |
|
|
2019
Q4 | $258K | Buy |
3,312
+279
| +9% | +$21.8K | 0.02% | 389 |
|
|
2019
Q3 | $222K | Buy |
+3,033
| New | +$213K | 0.02% | 384 |
|
|
2019
Q2 | – | Sell |
-3,246
| Closed | -$207K | – | 443 |
|
|
2019
Q1 | $207K | Buy |
+3,246
| New | +$185K | 0.03% | 386 |
|
|
2016
Q4 | – | Sell |
-6,774
| Closed | -$272K | – | 234 |
|
|
2016
Q3 | $272K | Buy |
+6,774
| New | +$255K | 0.09% | 167 |
|
Other funds holding EW
