HoyleCohen’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $408K | Sell |
4,418
-3,058
| -41% | -$282K | 0.03% | 204 |
|
|
2024
Q1 | $714K | Sell |
7,476
-397
| -5% | -$37.9K | 0.05% | 174 |
|
|
2023
Q4 | $600K | Sell |
7,873
-542
| -6% | -$41.3K | 0.05% | 182 |
|
|
2023
Q3 | $583K | Sell |
8,415
-58
| -0.7% | -$4.02K | 0.05% | 171 |
|
|
2023
Q2 | $799K | Hold |
8,473
| – | – | 0.07% | 150 |
|
|
2023
Q1 | $701K | Hold |
8,473
| – | – | 0.07% | 157 |
|
|
2022
Q4 | $632K | Sell |
8,473
-132
| -2% | -$9.85K | 0.06% | 166 |
|
|
2022
Q3 | $711K | Hold |
8,605
| – | – | 0.08% | 148 |
|
|
2022
Q2 | $818K | Sell |
8,605
-1,318
| -13% | -$125K | 0.09% | 143 |
|
|
2022
Q1 | $1.17M | Buy |
9,923
+100
| +1% | +$11.8K | 0.1% | 132 |
|
|
2021
Q4 | $1.27M | Sell |
9,823
-5,466
| -36% | -$708K | 0.11% | 132 |
|
|
2021
Q3 | $1.73M | Hold |
15,289
| – | – | 0.16% | 115 |
|
|
2021
Q2 | $1.58K | Sell |
15,289
-551
| -3% | -$57 | 0.12% | 116 |
|
|
2021
Q1 | $1.33M | Hold |
15,840
| – | – | 0.13% | 122 |
|
|
2020
Q4 | $1.45M | Buy |
15,840
+10,896
| +220% | +$994K | 0.17% | 112 |
|
|
2020
Q3 | $395K | Hold |
4,944
| – | – | 0.06% | 155 |
|
|
2020
Q2 | $342K | Hold |
4,944
| – | – | 0.06% | 149 |
|
|
2020
Q1 | $311K | Buy |
4,944
+288
| +6% | +$18.1K | 0.06% | 149 |
|
|
2019
Q4 | $362K | Hold |
4,656
| – | – | 0.06% | 157 |
|
|
2019
Q3 | $341K | Buy |
4,656
+750
| +19% | +$54.9K | 0.06% | 161 |
|
|
2019
Q2 | $241K | Hold |
3,906
| – | – | 0.04% | 175 |
|
|
2019
Q1 | $249K | Buy |
+3,906
| New | +$249K | 0.04% | 166 |
|
|
2018
Q4 | – | Sell |
-3,906
| Closed | -$227K | – | 170 |
|
|
2018
Q3 | $227K | Buy |
+3,906
| New | +$227K | 0.04% | 155 |
|
|
2018
Q2 | – | Sell |
-5,061
| Closed | -$235K | – | 162 |
|
|
2018
Q1 | $235K | Buy |
+5,061
| New | +$235K | 0.05% | 144 |
|