CGA
Crescent Grove Advisors’s Edwards Lifesciences EW Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-2,704
| Closed | -$200K | – | 274 |
|
2024
Q4 | $200K | Buy |
+2,704
| New | +$200K | 0.02% | 269 |
|
2024
Q3 | – | Sell |
-2,704
| Closed | -$250K | – | 284 |
|
2024
Q2 | $250K | Buy |
2,704
+525
| +24% | +$48.5K | 0.03% | 236 |
|
2024
Q1 | $208K | Buy |
+2,179
| New | +$208K | 0.02% | 288 |
|
2023
Q3 | – | Sell |
-2,171
| Closed | -$205K | – | 286 |
|
2023
Q2 | $205K | Buy |
+2,171
| New | +$205K | 0.02% | 281 |
|
2022
Q3 | – | Sell |
-2,734
| Closed | -$260K | – | 264 |
|
2022
Q2 | $260K | Buy |
2,734
+733
| +37% | +$69.7K | 0.03% | 221 |
|
2022
Q1 | $236K | Hold |
2,001
| – | – | 0.02% | 261 |
|
2021
Q4 | $259K | Hold |
2,001
| – | – | 0.02% | 251 |
|
2021
Q3 | $227K | Buy |
+2,001
| New | +$227K | 0.02% | 239 |
|