Gideon Capital Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | – | Sell |
-4,758
| Closed | -$370K | – | 65 |
|
|
2019
Q4 | $370K | Buy |
+4,758
| New | +$370K | 0.13% | 197 |
|
|
2018
Q3 | – | Sell |
-10,620
| Closed | -$515K | – | 393 |
|
|
2018
Q2 | $515K | Buy |
10,620
+627
| +6% | +$30.4K | 0.26% | 129 |
|
|
2018
Q1 | $465K | Buy |
+9,993
| New | +$465K | 0.29% | 131 |
|
|
2017
Q4 | – | Sell |
-8,130
| Closed | -$296K | – | 326 |
|
|
2017
Q3 | $296K | Buy |
+8,130
| New | +$296K | 0.29% | 143 |
|