Glassman Wealth Services’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 |
-751
| Closed | -$57.3K | – | 740 |
|
|
2023
Q4 | $57.3K | Buy |
751
+89
| +13% | +$6.79K | 0.01% | 423 |
|
|
2023
Q3 | $45.9K | Sell |
662
-619
| -48% | -$42.9K | 0.01% | 443 |
|
|
2023
Q2 | $121K | Sell |
1,281
-171
| -12% | -$16.1K | 0.02% | 241 |
|
|
2023
Q1 | $120K | Buy |
1,452
+210
| +17% | +$17.4K | 0.02% | 238 |
|
|
2022
Q4 | $92.7K | Sell |
1,242
-25
| -2% | -$1.87K | 0.02% | 281 |
|
|
2022
Q3 | $105K | Sell |
1,267
-149
| -11% | -$12.3K | 0.02% | 236 |
|
|
2022
Q2 | $135K | Buy |
1,416
+173
| +14% | +$16.5K | 0.03% | 202 |
|
|
2022
Q1 | $146K | Buy |
1,243
+120
| +11% | +$14.1K | 0.03% | 197 |
|
|
2021
Q4 | $145K | Buy |
1,123
+32
| +3% | +$4.13K | 0.03% | 195 |
|
|
2021
Q3 | $124K | Buy |
1,091
+581
| +114% | +$66K | 0.03% | 206 |
|
|
2021
Q2 | $53K | Buy |
510
+42
| +9% | +$4.37K | 0.01% | 337 |
|
|
2021
Q1 | $39K | Buy |
468
+51
| +12% | +$4.25K | 0.01% | 375 |
|
|
2020
Q4 | $38K | Buy |
417
+10
| +2% | +$911 | 0.01% | 381 |
|
|
2020
Q3 | $32K | Buy |
407
+156
| +62% | +$12.3K | 0.01% | 360 |
|
|
2020
Q2 | $17K | Buy |
251
+83
| +49% | +$5.62K | 0.01% | 406 |
|
|
2020
Q1 | $11K | Buy |
168
+24
| +17% | +$1.57K | ﹤0.01% | 420 |
|
|
2019
Q4 | $11K | Buy |
144
+18
| +14% | +$1.38K | ﹤0.01% | 462 |
|
|
2019
Q3 | $9K | Hold |
126
| – | – | ﹤0.01% | 457 |
|
|
2019
Q2 | $8K | Buy |
126
+18
| +17% | +$1.14K | ﹤0.01% | 485 |
|
|
2019
Q1 | $7K | Buy |
108
+63
| +140% | +$4.08K | ﹤0.01% | 495 |
|
|
2018
Q4 | $2K | Hold |
45
| – | – | ﹤0.01% | 541 |
|
|
2018
Q3 | $3K | Hold |
45
| – | – | ﹤0.01% | 530 |
|
|
2018
Q2 | $2K | Buy |
45
+12
| +36% | +$533 | ﹤0.01% | 560 |
|
|
2018
Q1 | $2K | Hold |
33
| – | – | ﹤0.01% | 532 |
|
|
2017
Q4 | $1K | Buy |
33
+9
| +38% | +$273 | ﹤0.01% | 561 |
|
|
2017
Q3 | $1K | Hold |
24
| – | – | ﹤0.01% | 456 |
|
|
2017
Q2 | $1K | Hold |
24
| – | – | ﹤0.01% | 460 |
|
|
2017
Q1 | $1K | Buy |
24
+9
| +60% | +$375 | ﹤0.01% | 491 |
|
|
2016
Q4 | $0 | Buy |
+15
| New | – | ﹤0.01% | 643 |
|
|
2015
Q2 | – | Hold |
0
| – | – | – | 427 |
|
|
2015
Q1 | – | Hold |
0
| – | – | – | 429 |
|