Gladstone Institutional Advisory’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-6,154
| Closed | -$509K | – | 658 |
|
|
2022
Q3 | $509K | Sell |
6,154
-4,569
| -43% | -$378K | 0.04% | 385 |
|
|
2022
Q2 | $1.02M | Sell |
10,723
-13,235
| -55% | -$1.26M | 0.08% | 266 |
|
|
2022
Q1 | $2.82M | Buy |
+23,958
| New | +$2.82M | 0.19% | 141 |
|
|
2021
Q3 | – | Sell |
-2,338
| Closed | -$242K | – | 563 |
|
|
2021
Q2 | $242K | Buy |
+2,338
| New | +$242K | 0.03% | 446 |
|
|
2020
Q2 | – | Sell |
-4,128
| Closed | -$259K | – | 261 |
|
|
2020
Q1 | $259K | Buy |
4,128
+1,320
| +47% | +$82.8K | 0.07% | 213 |
|
|
2019
Q4 | $218K | Buy |
+2,808
| New | +$218K | 0.05% | 247 |
|