Cedar Brook Financial Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,064
| Closed | -$230K | – | 440 |
|
|
2023
Q4 | $230K | Sell |
3,064
-4,245
| -58% | -$319K | 0.05% | 353 |
|
|
2023
Q3 | $506K | Buy |
7,309
+16
| +0.2% | +$1.11K | 0.13% | 170 |
|
|
2023
Q2 | $688K | Buy |
7,293
+1,022
| +16% | +$96.4K | 0.16% | 137 |
|
|
2023
Q1 | $519K | Sell |
6,271
-20
| -0.3% | -$1.66K | 0.13% | 176 |
|
|
2022
Q4 | $469K | Sell |
6,291
-26
| -0.4% | -$1.94K | 0.13% | 185 |
|
|
2022
Q3 | $522K | Sell |
6,317
-65
| -1% | -$5.37K | 0.17% | 158 |
|
|
2022
Q2 | $607K | Buy |
6,382
+593
| +10% | +$56.4K | 0.19% | 136 |
|
|
2022
Q1 | $681K | Buy |
5,789
+6
| +0.1% | +$706 | 0.18% | 143 |
|
|
2021
Q4 | $749K | Buy |
5,783
+15
| +0.3% | +$1.94K | 0.19% | 128 |
|
|
2021
Q3 | $653K | Sell |
5,768
-15
| -0.3% | -$1.7K | 0.2% | 128 |
|
|
2021
Q2 | $599K | Sell |
5,783
-58
| -1% | -$6.01K | 0.17% | 148 |
|
|
2021
Q1 | $489K | Sell |
5,841
-837
| -13% | -$70.1K | 0.17% | 147 |
|
|
2020
Q4 | $609K | Sell |
6,678
-1,026
| -13% | -$93.6K | 0.22% | 116 |
|
|
2020
Q3 | $615K | Buy |
7,704
+40
| +0.5% | +$3.19K | 0.24% | 118 |
|
|
2020
Q2 | $530K | Buy |
7,664
+77
| +1% | +$5.33K | 0.24% | 122 |
|
|
2020
Q1 | $477K | Buy |
7,587
+171
| +2% | +$10.8K | 0.26% | 112 |
|
|
2019
Q4 | $577K | Buy |
7,416
+87
| +1% | +$6.77K | 0.25% | 118 |
|
|
2019
Q3 | $537K | Buy |
7,329
+156
| +2% | +$11.4K | 0.24% | 135 |
|
|
2019
Q2 | $442K | Buy |
7,173
+57
| +0.8% | +$3.51K | 0.2% | 159 |
|
|
2019
Q1 | $454K | Buy |
7,116
+2,142
| +43% | +$137K | 0.22% | 146 |
|
|
2018
Q4 | $254K | Buy |
+4,974
| New | +$254K | 0.15% | 186 |
|