Gradient Investments’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-67
| Closed | -$6.19K | – | 626 |
|
|
2024
Q2 | $6.19K | Buy |
67
+16
| +31% | +$1.48K | ﹤0.01% | 822 |
|
|
2024
Q1 | $4.87K | Sell |
51
-584
| -92% | -$55.8K | ﹤0.01% | 729 |
|
|
2023
Q4 | $48.4K | Sell |
635
-575
| -48% | -$43.8K | ﹤0.01% | 545 |
|
|
2023
Q3 | $83.8K | Buy |
1,210
+975
| +415% | +$67.5K | ﹤0.01% | 418 |
|
|
2023
Q2 | $22.2K | Buy |
235
+55
| +31% | +$5.19K | ﹤0.01% | 669 |
|
|
2023
Q1 | $14.9K | Hold |
180
| – | – | ﹤0.01% | 727 |
|
|
2022
Q4 | $13.4K | Hold |
180
| – | – | ﹤0.01% | 756 |
|
|
2022
Q3 | $15K | Sell |
180
-38
| -17% | -$3.17K | ﹤0.01% | 716 |
|
|
2022
Q2 | $21K | Buy |
218
+45
| +26% | +$4.34K | ﹤0.01% | 637 |
|
|
2022
Q1 | $20K | Hold |
173
| – | – | ﹤0.01% | 649 |
|
|
2021
Q4 | $22K | Hold |
173
| – | – | ﹤0.01% | 635 |
|
|
2021
Q3 | $20K | Buy |
173
+13
| +8% | +$1.5K | ﹤0.01% | 641 |
|
|
2021
Q2 | $17K | Hold |
160
| – | – | ﹤0.01% | 663 |
|
|
2021
Q1 | $13K | Buy |
+160
| New | +$13K | ﹤0.01% | 705 |
|
|
2020
Q1 | – | Sell |
-6
| Closed | – | – | 1129 |
|
|
2019
Q4 | $0 | Hold |
6
| – | – | ﹤0.01% | 1132 |
|
|
2019
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 1138 |
|
|
2019
Q1 | – | Sell |
-315
| Closed | -$16K | – | 901 |
|
|
2018
Q4 | $16K | Sell |
315
-132
| -30% | -$6.71K | ﹤0.01% | 488 |
|
|
2018
Q3 | $26K | Sell |
447
-17,826
| -98% | -$1.04M | ﹤0.01% | 448 |
|
|
2018
Q2 | $887K | Buy |
18,273
+2,244
| +14% | +$109K | 0.05% | 154 |
|
|
2018
Q1 | $745K | Buy |
16,029
+2,184
| +16% | +$102K | 0.04% | 146 |
|
|
2017
Q4 | $520K | Buy |
13,845
+3,807
| +38% | +$143K | 0.03% | 174 |
|
|
2017
Q3 | $366K | Buy |
10,038
+366
| +4% | +$13.3K | 0.02% | 192 |
|
|
2017
Q2 | $381K | Buy |
9,672
+498
| +5% | +$19.6K | 0.03% | 181 |
|
|
2017
Q1 | $288K | Buy |
+9,174
| New | +$288K | 0.02% | 174 |
|
|
2014
Q1 | – | Sell |
-204
| Closed | -$2K | – | 561 |
|
|
2013
Q4 | $2K | Buy |
+204
| New | +$2K | ﹤0.01% | 505 |
|