Eagle Ridge Investment 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
Q1 | – | Sell |
-38,385
| Closed | -$1.2M | – | 141 |
|
|
2016
Q4 | $1.2M | Hold |
38,385
| – | – | 0.25% | 74 |
|
|
2016
Q3 | $1.54M | Sell |
38,385
-247,479
| -87% | -$9.95M | 0.34% | 69 |
|
|
2016
Q2 | $9.5M | Sell |
285,864
-3,870
| -1% | -$129K | 2.18% | 9 |
|
|
2016
Q1 | $8.52M | Sell |
289,734
-2,280
| -0.8% | -$67K | 1.99% | 8 |
|
|
2015
Q4 | $7.69M | Buy |
292,014
+3,180
| +1% | +$83.7K | 1.84% | 9 |
|
|
2015
Q3 | $6.84M | Buy |
+288,834
| New | +$6.84M | 1.76% | 13 |
|