Highland Private Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-2,530
| Closed | -$209K | – | 57 |
|
2022
Q3 | $209K | Sell |
2,530
-39
| -2% | -$3.22K | 0.03% | 175 |
|
2022
Q2 | $245K | Sell |
2,569
-54
| -2% | -$5.15K | 0.04% | 153 |
|
2022
Q1 | $308K | Buy |
2,623
+19
| +0.7% | +$2.23K | 0.04% | 130 |
|
2021
Q4 | $337K | Buy |
2,604
+166
| +7% | +$21.5K | 0.04% | 127 |
|
2021
Q3 | $276K | Buy |
2,438
+53
| +2% | +$6K | 0.04% | 140 |
|
2021
Q2 | $247K | Buy |
+2,385
| New | +$247K | 0.04% | 149 |
|
2021
Q1 | – | Sell |
-2,316
| Closed | -$212K | – | 157 |
|
2020
Q4 | $212K | Sell |
2,316
-377
| -14% | -$34.5K | 0.04% | 138 |
|
2020
Q3 | $215K | Buy |
+2,693
| New | +$215K | 0.04% | 123 |
|