Forte Capital’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-5,046
| Closed | -$385K | – | 233 |
|
|
2023
Q4 | $385K | Sell |
5,046
-110
| -2% | -$8.39K | 0.05% | 165 |
|
|
2023
Q3 | $357K | Sell |
5,156
-115
| -2% | -$7.97K | 0.06% | 159 |
|
|
2023
Q2 | $497K | Sell |
5,271
-13
| -0.2% | -$1.23K | 0.07% | 139 |
|
|
2023
Q1 | $437K | Buy |
5,284
+20
| +0.4% | +$1.66K | 0.07% | 146 |
|
|
2022
Q4 | $393K | Buy |
5,264
+263
| +5% | +$19.6K | 0.07% | 147 |
|
|
2022
Q3 | $413K | Buy |
5,001
+190
| +4% | +$15.7K | 0.07% | 136 |
|
|
2022
Q2 | $457K | Buy |
4,811
+1
| +0% | +$95 | 0.08% | 132 |
|
|
2022
Q1 | $623K | Hold |
4,810
| – | – | 0.08% | 138 |
|
|
2021
Q4 | $623K | Buy |
4,810
+15
| +0.3% | +$1.94K | 0.08% | 138 |
|
|
2021
Q3 | $543K | Buy |
4,795
+25
| +0.5% | +$2.83K | 0.07% | 147 |
|
|
2021
Q2 | $494K | Buy |
4,770
+150
| +3% | +$15.5K | 0.07% | 151 |
|
|
2021
Q1 | $386K | Buy |
4,620
+567
| +14% | +$47.4K | 0.06% | 158 |
|
|
2020
Q4 | $370K | Buy |
+4,053
| New | +$370K | 0.06% | 156 |
|