HeadInvest LLC’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 |
-2,300
| Closed | -$212K | – | 243 |
|
|
2024
Q2 | $212K | Hold |
2,300
| – | – | 0.04% | 218 |
|
|
2024
Q1 | $220K | Buy |
+2,300
| New | +$220K | 0.04% | 223 |
|
|
2023
Q4 | – | Sell |
-2,300
| Closed | -$159K | – | 370 |
|
|
2023
Q3 | $159K | Buy |
+2,300
| New | +$159K | 0.03% | 238 |
|
|
2022
Q4 | – | Sell |
-2,547
| Closed | -$210K | – | 222 |
|
|
2022
Q3 | $210K | Buy |
2,547
+40
| +2% | +$3.3K | 0.05% | 207 |
|
|
2022
Q2 | $238K | Hold |
2,507
| – | – | 0.05% | 199 |
|
|
2022
Q1 | $295K | Sell |
2,507
-48
| -2% | -$5.65K | 0.06% | 191 |
|
|
2021
Q4 | $331K | Buy |
2,555
+38
| +2% | +$4.92K | 0.06% | 184 |
|
|
2021
Q3 | $285K | Sell |
2,517
-61
| -2% | -$6.91K | 0.05% | 192 |
|
|
2021
Q2 | $267K | Buy |
2,578
+103
| +4% | +$10.7K | 0.05% | 197 |
|
|
2021
Q1 | $207K | Buy |
+2,475
| New | +$207K | 0.04% | 209 |
|