Capital Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-5,775
| Closed | -$419K | – | 712 |
|
|
2025
Q1 | $419K | Buy |
5,775
+40
| +0.7% | +$2.86K | 0.01% | 462 |
|
|
2024
Q4 | $425K | Sell |
5,735
-143
| -2% | -$10K | 0.01% | 444 |
|
|
2024
Q3 | $388K | Buy |
5,878
+23
| +0.4% | +$1.67K | 0.01% | 462 |
|
|
2024
Q2 | $541K | Sell |
5,855
-10
| -0.2% | -$886 | 0.01% | 381 |
|
|
2024
Q1 | $560K | Buy |
5,865
+107
| +2% | +$8.99K | 0.01% | 375 |
|
|
2023
Q4 | $439K | Buy |
5,758
+1,988
| +53% | +$138K | 0.01% | 405 |
|
|
2023
Q3 | $261K | Sell |
3,770
-108
| -3% | -$8.68K | 0.01% | 485 |
|
|
2023
Q2 | $366K | Buy |
+3,878
| New | +$337K | 0.01% | 392 |
|
|
2023
Q1 | – | Sell |
-4,543
| Closed | -$339K | – | 578 |
|
|
2022
Q4 | $339K | Buy |
4,543
+583
| +15% | +$44.9K | 0.01% | 419 |
|
|
2022
Q3 | $327K | Sell |
3,960
-169
| -4% | -$16.3K | 0.01% | 396 |
|
|
2022
Q2 | $393K | Buy |
4,129
+359
| +10% | +$37.2K | 0.01% | 375 |
|
|
2022
Q1 | $444K | Sell |
3,770
-3
| -0.1% | -$337 | 0.01% | 381 |
|
|
2021
Q4 | $489K | Sell |
3,773
-218
| -5% | -$25.4K | 0.01% | 377 |
|
|
2021
Q3 | $452K | Buy |
3,991
+325
| +9% | +$37.1K | 0.02% | 376 |
|
|
2021
Q2 | $380K | Buy |
3,666
+340
| +10% | +$32K | 0.01% | 412 |
|
|
2021
Q1 | $278K | Sell |
3,326
-65
| -2% | -$5.5K | 0.01% | 445 |
|
|
2020
Q4 | $309K | Sell |
3,391
-333
| -9% | -$27.6K | 0.01% | 414 |
|
|
2020
Q3 | $297K | Buy |
3,724
+4
| +0.1% | +$312 | 0.01% | 393 |
|
|
2020
Q2 | $257K | Hold |
3,720
| – | – | 0.01% | 412 |
|
|
2020
Q1 | $234K | Sell |
3,720
-108
| -3% | -$7.79K | 0.01% | 388 |
|
|
2019
Q4 | $298K | Sell |
3,828
-273
| -7% | -$21.3K | 0.01% | 407 |
|
|
2019
Q3 | $301K | Sell |
4,101
-375
| -8% | -$26.3K | 0.02% | 387 |
|
|
2019
Q2 | $276K | Sell |
4,476
-120
| -3% | -$7.26K | 0.02% | 403 |
|
|
2019
Q1 | $293K | Sell |
4,596
-483
| -10% | -$27.6K | 0.02% | 378 |
|
|
2018
Q4 | $259K | Buy |
+5,079
| New | +$257K | 0.02% | 391 |
|
|
2018
Q3 | – | Sell |
-5,730
| Closed | -$278K | – | 504 |
|
|
2018
Q2 | $278K | Buy |
5,730
+306
| +6% | +$14.3K | 0.02% | 399 |
|
|
2018
Q1 | $252K | Buy |
+5,424
| New | +$236K | 0.02% | 414 |
|
Other funds holding EW
