HBK Sorce Advisory’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 |
-8,638
| Closed | -$798K | – | 586 |
|
|
2024
Q2 | $798K | Sell |
8,638
-123
| -1% | -$11.4K | 0.03% | 243 |
|
|
2024
Q1 | $837K | Sell |
8,761
-863
| -9% | -$82.5K | 0.03% | 242 |
|
|
2023
Q4 | $734K | Buy |
9,624
+112
| +1% | +$8.54K | 0.03% | 248 |
|
|
2023
Q3 | $659K | Sell |
9,512
-8
| -0.1% | -$554 | 0.03% | 259 |
|
|
2023
Q2 | $898K | Sell |
9,520
-12
| -0.1% | -$1.13K | 0.04% | 216 |
|
|
2023
Q1 | $789K | Buy |
+9,532
| New | +$789K | 0.04% | 241 |
|
|
2018
Q1 | – | Sell |
-14,055
| Closed | -$528K | – | 385 |
|
|
2017
Q4 | $528K | Buy |
+14,055
| New | +$528K | 0.06% | 213 |
|
|
2017
Q2 | – | Sell |
-12,525
| Closed | -$393K | – | 307 |
|
|
2017
Q1 | $393K | Buy |
12,525
+798
| +7% | +$25K | 0.07% | 105 |
|
|
2016
Q4 | $366K | Sell |
11,727
-864
| -7% | -$27K | 0.07% | 196 |
|
|
2016
Q3 | $506K | Buy |
+12,591
| New | +$506K | 0.1% | 146 |
|