Catamount Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $4.77M | Buy |
74,820
+3,300
| +5% | +$210K | 2.72% | 12 |
|
|
2018
Q4 | $4.06M | Buy |
71,520
+67,620
| +1,734% | +$3.84M | 2.77% | 12 |
|
|
2018
Q3 | $226K | Buy |
+3,900
| New | +$226K | 0.11% | 44 |
|
|
2017
Q2 | – | Sell |
-3,000
| Closed | -$94K | – | 179 |
|
|
2017
Q1 | $94K | Buy |
3,000
+1,500
| +100% | +$47K | 0.06% | 57 |
|
|
2016
Q4 | $47K | Buy |
+1,500
| New | +$47K | 0.04% | 72 |
|