Capital Advisory Group Advisory Services’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,338
| Closed | -$158K | – | 295 |
|
|
2022
Q1 | $158K | Buy |
+1,338
| New | +$158K | 0.07% | 173 |
|
|
2021
Q4 | – | Sell |
-1,338
| Closed | -$151K | – | 268 |
|
|
2021
Q3 | $151K | Hold |
1,338
| – | – | 0.05% | 210 |
|
|
2021
Q2 | $139K | Hold |
1,338
| – | – | 0.05% | 213 |
|
|
2021
Q1 | $112K | Hold |
1,338
| – | – | 0.04% | 210 |
|
|
2020
Q4 | $122K | Hold |
1,338
| – | – | 0.05% | 201 |
|
|
2020
Q3 | $107K | Hold |
1,338
| – | – | 0.06% | 172 |
|
|
2020
Q2 | $92K | Hold |
1,338
| – | – | 0.05% | 176 |
|
|
2020
Q1 | $84K | Buy |
+1,338
| New | +$84K | 0.1% | 91 |
|
|
2019
Q4 | – | Sell |
-1,338
| Closed | -$99K | – | 270 |
|
|
2019
Q3 | $99K | Hold |
1,338
| – | – | 0.07% | 112 |
|
|
2019
Q2 | $83K | Hold |
1,338
| – | – | 0.06% | 124 |
|
|
2019
Q1 | $86K | Sell |
1,338
-498
| -27% | -$32K | 0.06% | 114 |
|
|
2018
Q4 | $93K | Hold |
1,836
| – | – | 0.07% | 107 |
|
|
2018
Q3 | $107K | Hold |
1,836
| – | – | 0.07% | 107 |
|
|
2018
Q2 | $89K | Hold |
1,836
| – | – | 0.06% | 104 |
|
|
2018
Q1 | $85K | Buy |
+1,836
| New | +$85K | 0.06% | 108 |
|