Jacobi Capital Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-165
| Closed | -$19K | – | 682 |
|
|
2021
Q3 | $19K | Hold |
165
| – | – | ﹤0.01% | 885 |
|
|
2021
Q2 | $17K | Hold |
165
| – | – | ﹤0.01% | 882 |
|
|
2021
Q1 | $14K | Hold |
165
| – | – | ﹤0.01% | 873 |
|
|
2020
Q4 | $15K | Hold |
165
| – | – | ﹤0.01% | 775 |
|
|
2020
Q3 | $13K | Hold |
165
| – | – | ﹤0.01% | 758 |
|
|
2020
Q2 | $11K | Hold |
165
| – | – | ﹤0.01% | 758 |
|
|
2020
Q1 | $10K | Buy |
165
+135
| +450% | +$8.18K | ﹤0.01% | 705 |
|
|
2019
Q4 | $2K | Sell |
30
-59,205
| -100% | -$3.95M | ﹤0.01% | 953 |
|
|
2019
Q3 | $2.13M | Buy |
59,235
+59,205
| +197,350% | +$2.13M | 0.42% | 43 |
|
|
2019
Q2 | $2K | Hold |
30
| – | – | ﹤0.01% | 925 |
|
|
2019
Q1 | $2K | Hold |
30
| – | – | ﹤0.01% | 881 |
|
|
2018
Q4 | $2K | Hold |
30
| – | – | ﹤0.01% | 847 |
|
|
2018
Q3 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 890 |
|