Donaldson Capital Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q3 | – | Sell |
-4,162
| Closed | -$396K | – | 226 |
|
2022
Q2 | $396K | Sell |
4,162
-634
| -13% | -$60.3K | 0.02% | 176 |
|
2022
Q1 | $565K | Sell |
4,796
-1,552
| -24% | -$183K | 0.03% | 164 |
|
2021
Q4 | $822K | Sell |
6,348
-90
| -1% | -$11.7K | 0.04% | 138 |
|
2021
Q3 | $729K | Sell |
6,438
-26
| -0.4% | -$2.94K | 0.04% | 139 |
|
2021
Q2 | $669K | Sell |
6,464
-678
| -9% | -$70.2K | 0.03% | 142 |
|
2021
Q1 | $597K | Sell |
7,142
-19
| -0.3% | -$1.59K | 0.03% | 153 |
|
2020
Q4 | $653K | Sell |
7,161
-1,702
| -19% | -$155K | 0.04% | 130 |
|
2020
Q3 | $707K | Buy |
+8,863
| New | +$707K | 0.05% | 111 |
|