Great Valley Advisor Group’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 |
-2,465
| Closed | -$227K | – | 836 |
|
|
2024
Q2 | $227K | Buy |
2,465
+65
| +3% | +$6K | 0.01% | 716 |
|
|
2024
Q1 | $230K | Buy |
+2,400
| New | +$230K | 0.01% | 671 |
|
|
2023
Q2 | – | Sell |
-2,792
| Closed | -$231K | – | 710 |
|
|
2023
Q1 | $231K | Sell |
2,792
-30
| -1% | -$2.49K | 0.01% | 618 |
|
|
2022
Q4 | $211K | Hold |
2,822
| – | – | 0.01% | 642 |
|
|
2022
Q3 | $234K | Sell |
2,822
-374
| -12% | -$31K | 0.01% | 594 |
|
|
2022
Q2 | $304K | Sell |
3,196
-45
| -1% | -$4.28K | 0.02% | 543 |
|
|
2022
Q1 | $387K | Buy |
3,241
+229
| +8% | +$27.3K | 0.02% | 444 |
|
|
2021
Q4 | $385K | Hold |
3,012
| – | – | 0.02% | 442 |
|
|
2021
Q3 | $341K | Buy |
+3,012
| New | +$341K | 0.02% | 434 |
|