Calton & Associates’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-8,133
| Closed | -$519K | – | 287 |
|
2019
Q1 | $519K | Buy |
+8,133
| New | +$519K | 0.16% | 124 |
|
2018
Q4 | – | Sell |
-5,556
| Closed | -$323K | – | 247 |
|
2018
Q3 | $323K | Buy |
5,556
+327
| +6% | +$19K | 0.1% | 185 |
|
2018
Q2 | $244K | Buy |
5,229
+774
| +17% | +$36.1K | 0.07% | 231 |
|
2018
Q1 | $207K | Buy |
+4,455
| New | +$207K | 0.06% | 319 |
|