CW
Cobiz Wealth’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $10.6M | Sell |
57,241
-2,121
| -4% | -$392K | 2.09% | 12 |
|
|
2019
Q1 | $11.4M | Sell |
59,362
-4
| -0% | -$765 | 2.19% | 11 |
|
|
2018
Q4 | $9.09M | Buy |
59,366
+1,113
| +2% | +$170K | 2% | 12 |
|
|
2018
Q3 | $10.1M | Sell |
58,253
-489
| -0.8% | -$85.1K | 1.95% | 11 |
|
|
2018
Q2 | $8.55M | Buy |
58,742
+198
| +0.3% | +$28.8K | 1.74% | 13 |
|
|
2018
Q1 | $8.17M | Sell |
58,544
-364
| -0.6% | -$50.8K | 1.73% | 13 |
|
|
2017
Q4 | $6.64M | Sell |
58,908
-307
| -0.5% | -$34.6K | 1.39% | 24 |
|
|
2017
Q3 | $6.47M | Buy |
59,215
+49
| +0.1% | +$5.36K | 1.42% | 22 |
|
|
2017
Q2 | $7M | Sell |
59,166
-316
| -0.5% | -$37.4K | 1.56% | 17 |
|
|
2017
Q1 | $5.6M | Buy |
59,482
+12,736
| +27% | +$1.2M | 1.25% | 30 |
|
|
2016
Q4 | $4.38M | Sell |
46,746
-1,013
| -2% | -$94.9K | 1.03% | 47 |
|
|
2016
Q3 | $5.76M | Sell |
47,759
-41
| -0.1% | -$4.94K | 1.39% | 22 |
|
|
2016
Q2 | $4.77M | Buy |
47,800
+13,519
| +39% | +$1.35M | 1.2% | 36 |
|
|
2016
Q1 | $3.02M | Buy |
+34,281
| New | +$3.02M | 0.74% | 54 |
|
|
2013
Q3 | – | Sell |
-400
| Closed | -$27K | – | 192 |
|
|
2013
Q2 | $27K | Buy |
+400
| New | +$27K | 0.01% | 213 |
|