J.W. Cole Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $866K | Sell |
11,067
-157
| -1% | -$12.3K | 0.02% | 717 |
|
|
2025
Q1 | $814K | Buy |
11,224
+7,719
| +220% | +$559K | 0.03% | 599 |
|
|
2024
Q4 | $259K | Buy |
+3,505
| New | +$259K | 0.01% | 830 |
|
|
2024
Q3 | – | Sell |
-2,956
| Closed | -$273K | – | 943 |
|
|
2024
Q2 | $273K | Buy |
2,956
+204
| +7% | +$18.8K | 0.01% | 735 |
|
|
2024
Q1 | $263K | Sell |
2,752
-182
| -6% | -$17.4K | 0.01% | 740 |
|
|
2023
Q4 | $224K | Sell |
2,934
-33
| -1% | -$2.52K | 0.01% | 724 |
|
|
2023
Q3 | $206K | Hold |
2,967
| – | – | 0.02% | 677 |
|
|
2023
Q2 | $280K | Sell |
2,967
-77
| -3% | -$7.26K | 0.02% | 598 |
|
|
2023
Q1 | $252K | Sell |
3,044
-86
| -3% | -$7.12K | 0.02% | 661 |
|
|
2022
Q4 | $234K | Sell |
3,130
-169
| -5% | -$12.6K | 0.02% | 639 |
|
|
2022
Q3 | $273K | Sell |
3,299
-222
| -6% | -$18.4K | 0.02% | 574 |
|
|
2022
Q2 | $335K | Buy |
3,521
+157
| +5% | +$14.9K | 0.03% | 516 |
|
|
2022
Q1 | $396K | Buy |
3,364
+170
| +5% | +$20K | 0.03% | 530 |
|
|
2021
Q4 | $414K | Buy |
3,194
+114
| +4% | +$14.8K | 0.03% | 535 |
|
|
2021
Q3 | $349K | Sell |
3,080
-10
| -0.3% | -$1.13K | 0.02% | 322 |
|
|
2021
Q2 | $320K | Sell |
3,090
-189
| -6% | -$19.6K | 0.03% | 566 |
|
|
2021
Q1 | $274K | Buy |
3,279
+216
| +7% | +$18K | 0.03% | 541 |
|
|
2020
Q4 | $279K | Sell |
3,063
-7,298
| -70% | -$665K | 0.03% | 496 |
|
|
2020
Q3 | $827K | Buy |
+10,361
| New | +$827K | 0.06% | 293 |
|
|
2020
Q1 | – | Sell |
-4,128
| Closed | -$321K | – | 217 |
|
|
2019
Q4 | $321K | Buy |
+4,128
| New | +$321K | 0.04% | 401 |
|