Frontier Wealth 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
Q2 | $335K | Sell |
3,524
-50
| -1% | -$4.75K | 0.02% | 288 |
|
2022
Q1 | $432K | Hold |
3,574
| – | – | 0.01% | 261 |
|
2021
Q4 | $463K | Sell |
3,574
-100
| -3% | -$13K | 0.03% | 273 |
|
2021
Q3 | $416K | Sell |
3,674
-258
| -7% | -$29.2K | 0.03% | 286 |
|
2021
Q2 | $407K | Buy |
3,932
+88
| +2% | +$9.11K | 0.03% | 287 |
|
2021
Q1 | $322K | Sell |
3,844
-326
| -8% | -$27.3K | 0.02% | 297 |
|
2020
Q4 | $380K | Sell |
4,170
-100
| -2% | -$9.11K | 0.03% | 269 |
|
2020
Q3 | $341K | Sell |
4,270
-200
| -4% | -$16K | 0.03% | 268 |
|
2020
Q2 | $309K | Hold |
4,470
| – | – | 0.03% | 271 |
|
2020
Q1 | $281K | Buy |
+4,470
| New | +$281K | 0.05% | 223 |
|
2019
Q4 | – | Sell |
-5,370
| Closed | -$394K | – | 308 |
|
2019
Q3 | $394K | Sell |
5,370
-150
| -3% | -$11K | 0.06% | 215 |
|
2019
Q2 | $340K | Hold |
5,520
| – | – | 0.05% | 228 |
|
2019
Q1 | $352K | Sell |
5,520
-1,800
| -25% | -$115K | 0.05% | 254 |
|
2018
Q4 | $374K | Hold |
7,320
| – | – | 0.06% | 237 |
|
2018
Q3 | $425K | Hold |
7,320
| – | – | 0.04% | 250 |
|
2018
Q2 | $355K | Hold |
7,320
| – | – | 0.05% | 265 |
|
2018
Q1 | $340K | Hold |
7,320
| – | – | 0.05% | 283 |
|
2017
Q4 | $275K | Sell |
7,320
-3,300
| -31% | -$124K | 0.04% | 280 |
|
2017
Q3 | $387K | Hold |
10,620
| – | – | 0.06% | 264 |
|
2017
Q2 | $419K | Buy |
10,620
+600
| +6% | +$23.7K | 0.06% | 253 |
|
2017
Q1 | $314K | Buy |
+10,020
| New | +$314K | 0.05% | 295 |
|
2015
Q4 | – | Sell |
-14,976
| Closed | -$355K | – | 356 |
|
2015
Q3 | $355K | Sell |
14,976
-3,462
| -19% | -$82.1K | 0.06% | 234 |
|
2015
Q2 | $438K | Sell |
18,438
-1,998
| -10% | -$47.5K | 0.07% | 216 |
|
2015
Q1 | $485K | Buy |
20,436
+4,728
| +30% | +$112K | 0.08% | 170 |
|
2014
Q4 | $333K | Buy |
+15,708
| New | +$333K | 0.06% | 174 |
|