Concert 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-10,965
| Closed | -$343K | – | 238 |
|
|
2017
Q1 | $343K | Hold |
10,965
| – | – | 0.08% | 327 |
|
|
2016
Q4 | $343K | Sell |
10,965
-222
| -2% | -$6.94K | 0.08% | 323 |
|
|
2016
Q3 | $447K | Sell |
11,187
-1,296
| -10% | -$51.8K | 0.05% | 399 |
|
|
2016
Q2 | $416K | Sell |
12,483
-342
| -3% | -$11.4K | 0.06% | 381 |
|
|
2016
Q1 | $379K | Sell |
12,825
-1,029
| -7% | -$30.4K | 0.05% | 408 |
|
|
2015
Q4 | $366K | Sell |
13,854
-66
| -0.5% | -$1.74K | 0.05% | 426 |
|
|
2015
Q3 | $328K | Buy |
13,920
+1,704
| +14% | +$40.2K | 0.04% | 457 |
|
|
2015
Q2 | $289K | Buy |
+12,216
| New | +$289K | 0.04% | 509 |
|