Evelyn V. Moreno’s Edwards Lifesciences EW Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q2
Sell
-7,525
Closed -$629K 59
2021
Q1
$629K Hold
7,525
0.15% 55
2020
Q4
$686K Sell
7,525
-3,250
-30% -$296K 0.17% 55
2020
Q3
$860K Buy
10,775
+125
+1% +$9.98K 0.23% 55
2020
Q2
$736K Sell
10,650
-750
-7% -$51.8K 0.21% 55
2020
Q1
$717K Sell
11,400
-2,025
-15% -$127K 0.24% 56
2019
Q4
$1.04M Sell
13,425
-2,835
-17% -$220K 0.28% 54
2019
Q3
$1.19M Buy
16,260
+6,510
+67% +$477K 0.33% 51
2019
Q2
$600K Sell
9,750
-12,000
-55% -$738K 0.18% 50
2019
Q1
$1.39M Sell
21,750
-8,250
-28% -$526K 0.41% 49
2018
Q4
$1.53M Sell
30,000
-4,500
-13% -$230K 0.51% 47
2018
Q3
$2M Sell
34,500
-7,200
-17% -$418K 0.56% 48
2018
Q2
$2.02M Buy
41,700
+17,700
+74% +$859K 0.59% 47
2018
Q1
$1.12M Hold
24,000
0.34% 50
2017
Q4
$902K Hold
24,000
0.27% 51
2017
Q3
$874K Hold
24,000
0.26% 53
2017
Q2
$946K Hold
24,000
0.29% 52
2017
Q1
$753K Hold
24,000
0.23% 55
2016
Q4
$750K Hold
24,000
0.27% 54
2016
Q3
$964K Hold
24,000
0.35% 56
2016
Q2
$798K Hold
24,000
0.3% 55
2016
Q1
$706K Hold
24,000
0.27% 54
2015
Q4
$632K Hold
24,000
0.26% 55
2015
Q3
$569K Sell
24,000
-3,000
-11% -$71.1K 0.24% 58
2015
Q2
$641K Hold
27,000
0.25% 57
2015
Q1
$641K Hold
27,000
0.24% 60
2014
Q4
$573K Hold
27,000
0.21% 60
2014
Q3
$460K Buy
27,000
+3,000
+13% +$51.1K 0.18% 61
2014
Q2
$343K Hold
24,000
0.13% 65
2014
Q1
$297K Buy
+24,000
New +$297K 0.12% 67