Huber Financial Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q1 | $258K | Buy |
4,107
+39
| +1% | +$2.45K | 0.1% | 95 |
|
|
2019
Q4 | $316K | Sell |
4,068
-582
| -13% | -$45.2K | 0.11% | 92 |
|
|
2019
Q3 | $341K | Hold |
4,650
| – | – | 0.13% | 86 |
|
|
2019
Q2 | $286K | Hold |
4,650
| – | – | 0.12% | 90 |
|
|
2019
Q1 | $297K | Hold |
4,650
| – | – | 0.14% | 88 |
|
|
2018
Q4 | $237K | Hold |
4,650
| – | – | 0.13% | 85 |
|
|
2018
Q3 | $270K | Hold |
4,650
| – | – | 0.21% | 81 |
|
|
2018
Q2 | $225K | Hold |
4,650
| – | – | 0.21% | 88 |
|
|
2018
Q1 | $216K | Buy |
+4,650
| New | +$216K | 0.21% | 85 |
|