Financial Engines Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-60,999
| Closed | -$4.23M | – | 327 |
|
|
2023
Q3 | $4.23M | Buy |
+60,999
| New | +$4.23M | 0.01% | 89 |
|
|
2022
Q4 | – | Sell |
-62,854
| Closed | -$5.19M | – | 298 |
|
|
2022
Q3 | $5.19M | Sell |
62,854
-1,617
| -3% | -$134K | 0.02% | 85 |
|
|
2022
Q2 | $6.13M | Buy |
64,471
+9,459
| +17% | +$899K | 0.02% | 82 |
|
|
2022
Q1 | $6.48M | Sell |
55,012
-12,937
| -19% | -$1.52M | 0.02% | 77 |
|
|
2021
Q4 | $8.8M | Buy |
+67,949
| New | +$8.8M | 0.02% | 64 |
|
|
2021
Q2 | – | Sell |
-71,641
| Closed | -$5.99M | – | 229 |
|
|
2021
Q1 | $5.99M | Sell |
71,641
-53
| -0.1% | -$4.43K | 0.02% | 66 |
|
|
2020
Q4 | $6.54M | Buy |
71,694
+23,333
| +48% | +$2.13M | 0.02% | 67 |
|
|
2020
Q3 | $3.86M | Buy |
48,361
+29,063
| +151% | +$2.32M | 0.02% | 73 |
|
|
2020
Q2 | $1.33M | Sell |
19,298
-7,041
| -27% | -$487K | 0.01% | 89 |
|
|
2020
Q1 | $4.97M | Buy |
26,339
+2,306
| +10% | +$435K | 0.03% | 62 |
|
|
2019
Q4 | $5.61M | Buy |
24,033
+1,778
| +8% | +$415K | 0.03% | 59 |
|
|
2019
Q3 | $4.89M | Sell |
22,255
-4,932
| -18% | -$1.08M | 0.03% | 51 |
|
|
2019
Q2 | $5.02M | Sell |
27,187
-1,704
| -6% | -$315K | 0.03% | 50 |
|
|
2019
Q1 | $5.53M | Sell |
28,891
-4,451
| -13% | -$852K | 0.03% | 47 |
|
|
2018
Q4 | $5.11M | Buy |
33,342
+3,830
| +13% | +$587K | 0.04% | 48 |
|
|
2018
Q3 | $5.14M | Buy |
29,512
+2,132
| +8% | +$371K | 0.1% | 28 |
|
|
2018
Q2 | $3.99M | Sell |
27,380
-7,127
| -21% | -$1.04M | 0.09% | 28 |
|
|
2018
Q1 | $4.81M | Sell |
34,507
-12,828
| -27% | -$1.79M | 0.14% | 24 |
|
|
2017
Q4 | $5.34M | Buy |
47,335
+17,307
| +58% | +$1.95M | 0.15% | 24 |
|
|
2017
Q3 | $3.28M | Buy |
+30,028
| New | +$3.28M | 0.11% | 25 |
|
|
2017
Q2 | – | Sell |
-38,754
| Closed | -$3.65M | – | 90 |
|
|
2017
Q1 | $3.65M | Buy |
38,754
+5,028
| +15% | +$473K | 0.17% | 22 |
|
|
2016
Q4 | $3.16M | Sell |
33,726
-6,701
| -17% | -$628K | 0.16% | 24 |
|
|
2016
Q3 | $4.87M | Buy |
40,427
+3,410
| +9% | +$411K | 3.89% | 9 |
|
|
2016
Q2 | $3.69M | Sell |
37,017
-5,405
| -13% | -$539K | 3.1% | 10 |
|
|
2016
Q1 | $3.74M | Buy |
42,422
+4,378
| +12% | +$386K | 3.1% | 11 |
|
|
2015
Q4 | $3.01M | Buy |
38,044
+22,570
| +146% | +$1.78M | 2.4% | 14 |
|
|
2015
Q3 | $2.2M | Sell |
15,474
-1,939
| -11% | -$276K | 1.55% | 17 |
|
|
2015
Q2 | $2.48M | Sell |
17,413
-5,421
| -24% | -$772K | 1.47% | 16 |
|
|
2015
Q1 | $2.91M | Sell |
22,834
-3,244
| -12% | -$413K | 2.47% | 12 |
|
|
2014
Q4 | $3.32M | Buy |
26,078
+120
| +0.5% | +$15.3K | 2.83% | 11 |
|
|
2014
Q3 | $2.65M | Sell |
25,958
-452
| -2% | -$46.2K | 2.05% | 17 |
|
|
2014
Q2 | $2.27M | Buy |
26,410
+4,167
| +19% | +$358K | 1.95% | 16 |
|
|
2014
Q1 | $1.65M | Sell |
22,243
-6,598
| -23% | -$489K | 1.35% | 22 |
|
|
2013
Q4 | $1.9M | Buy |
28,841
+9,423
| +49% | +$620K | 1.58% | 19 |
|
|
2013
Q3 | $1.35M | Buy |
19,418
+10,255
| +112% | +$714K | 1.13% | 23 |
|
|
2013
Q2 | $616K | Buy |
+9,163
| New | +$616K | 0.53% | 29 |
|