Hamel Associates’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-2,875
| Closed | -$240K | – | 70 |
|
2021
Q1 | $240K | Sell |
2,875
-575
| -17% | -$48K | 0.09% | 64 |
|
2020
Q4 | $315K | Hold |
3,450
| – | – | 0.13% | 60 |
|
2020
Q3 | $275K | Hold |
3,450
| – | – | 0.12% | 61 |
|
2020
Q2 | $238K | Hold |
3,450
| – | – | 0.11% | 62 |
|
2020
Q1 | $217K | Hold |
3,450
| – | – | 0.11% | 66 |
|
2019
Q4 | $268K | Hold |
3,450
| – | – | 0.11% | 76 |
|
2019
Q3 | $253K | Hold |
3,450
| – | – | 0.11% | 80 |
|
2019
Q2 | $212K | Hold |
3,450
| – | – | 0.09% | 83 |
|
2019
Q1 | $220K | Buy |
+3,450
| New | +$220K | 0.1% | 82 |
|
2018
Q4 | – | Sell |
-3,450
| Closed | -$200K | – | 93 |
|
2018
Q3 | $200K | Buy |
+3,450
| New | +$200K | 0.09% | 95 |
|