Heron Financial Group’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $923K | Buy |
9,786
+220
| +2% | +$20.8K | 0.5% | 45 |
|
|
2023
Q1 | $791K | Buy |
9,566
+602
| +7% | +$49.8K | 0.44% | 50 |
|
|
2022
Q4 | $674K | Sell |
8,964
-105
| -1% | -$7.89K | 0.45% | 50 |
|
|
2022
Q3 | $749K | Buy |
9,069
+45
| +0.5% | +$3.72K | 0.46% | 45 |
|
|
2022
Q2 | $858K | Sell |
9,024
-1,060
| -11% | -$101K | 0.52% | 41 |
|
|
2022
Q1 | $1.19M | Buy |
10,084
+324
| +3% | +$38.1K | 0.62% | 36 |
|
|
2021
Q4 | $1.06M | Sell |
9,760
-20
| -0.2% | -$2.17K | 0.57% | 40 |
|
|
2021
Q3 | $1.11M | Sell |
9,780
-20
| -0.2% | -$2.26K | 0.62% | 36 |
|
|
2021
Q2 | $1.02M | Buy |
9,800
+360
| +4% | +$37.3K | 0.58% | 40 |
|
|
2021
Q1 | $791K | Hold |
9,440
| – | – | 0.48% | 47 |
|
|
2020
Q4 | $844K | Sell |
9,440
-375
| -4% | -$33.5K | 0.58% | 42 |
|
|
2020
Q3 | $787K | Sell |
9,815
-13
| -0.1% | -$1.04K | 0.63% | 42 |
|
|
2020
Q2 | $667K | Sell |
9,828
-435
| -4% | -$29.5K | 0.6% | 40 |
|
|
2020
Q1 | $739K | Sell |
10,263
-687
| -6% | -$49.5K | 0.76% | 33 |
|
|
2019
Q4 | $844K | Buy |
+10,950
| New | +$844K | 0.7% | 36 |
|