JNBA 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $35.2K | Hold |
450
| – | – | ﹤0.01% | 329 |
|
|
2025
Q1 | $32.6K | Hold |
450
| – | – | ﹤0.01% | 326 |
|
|
2024
Q4 | $33.3K | Hold |
450
| – | – | ﹤0.01% | 329 |
|
|
2024
Q3 | $29.7K | Hold |
450
| – | – | ﹤0.01% | 345 |
|
|
2024
Q2 | $41.6K | Hold |
450
| – | – | ﹤0.01% | 309 |
|
|
2024
Q1 | $43K | Hold |
450
| – | – | ﹤0.01% | 307 |
|
|
2023
Q4 | $34.3K | Hold |
450
| – | – | ﹤0.01% | 324 |
|
|
2023
Q3 | $31.2K | Sell |
450
-33
| -7% | -$2.29K | ﹤0.01% | 332 |
|
|
2023
Q2 | $45.6K | Buy |
483
+33
| +7% | +$3.11K | 0.01% | 297 |
|
|
2023
Q1 | $37.2K | Hold |
450
| – | – | ﹤0.01% | 314 |
|
|
2022
Q4 | $33.6K | Hold |
450
| – | – | ﹤0.01% | 317 |
|
|
2022
Q3 | $37K | Sell |
450
-30
| -6% | -$2.47K | 0.01% | 302 |
|
|
2022
Q2 | $46K | Buy |
480
+30
| +7% | +$2.88K | 0.01% | 285 |
|
|
2022
Q1 | $53K | Sell |
450
-19
| -4% | -$2.24K | 0.01% | 281 |
|
|
2021
Q4 | $61K | Buy |
469
+19
| +4% | +$2.47K | 0.01% | 278 |
|
|
2021
Q3 | $51K | Hold |
450
| – | – | 0.01% | 290 |
|
|
2021
Q2 | $47K | Hold |
450
| – | – | 0.01% | 292 |
|
|
2021
Q1 | $38K | Sell |
450
-30
| -6% | -$2.53K | 0.01% | 314 |
|
|
2020
Q4 | $44K | Hold |
480
| – | – | 0.01% | 268 |
|
|
2020
Q3 | $38K | Buy |
480
+30
| +7% | +$2.38K | 0.01% | 267 |
|
|
2020
Q2 | $31K | Hold |
450
| – | – | 0.01% | 282 |
|
|
2020
Q1 | $28K | Hold |
450
| – | – | 0.01% | 274 |
|
|
2019
Q4 | $35K | Hold |
450
| – | – | 0.01% | 284 |
|
|
2019
Q3 | $33K | Hold |
450
| – | – | 0.01% | 277 |
|
|
2019
Q2 | $28K | Hold |
450
| – | – | 0.01% | 299 |
|
|
2019
Q1 | $29K | Hold |
450
| – | – | 0.01% | 288 |
|
|
2018
Q4 | $23K | Buy |
+450
| New | +$23K | 0.01% | 285 |
|
|
2018
Q3 | – | Sell |
-450
| Closed | -$22K | – | 553 |
|
|
2018
Q2 | $22K | Sell |
450
-438
| -49% | -$21.4K | ﹤0.01% | 304 |
|
|
2018
Q1 | $41K | Hold |
888
| – | – | 0.01% | 238 |
|
|
2017
Q4 | $33K | Hold |
888
| – | – | 0.01% | 262 |
|
|
2017
Q3 | $32K | Buy |
888
+138
| +18% | +$4.97K | 0.01% | 253 |
|
|
2017
Q2 | $30K | Hold |
750
| – | – | 0.01% | 251 |
|
|
2017
Q1 | $24K | Buy |
750
+30
| +4% | +$960 | 0.01% | 273 |
|
|
2016
Q4 | $22K | Sell |
720
-249
| -26% | -$7.61K | 0.01% | 286 |
|
|
2016
Q3 | $39K | Buy |
969
+549
| +131% | +$22.1K | 0.01% | 595 |
|
|
2016
Q2 | $14K | Hold |
420
| – | – | ﹤0.01% | 315 |
|
|
2016
Q1 | $12K | Hold |
420
| – | – | ﹤0.01% | 335 |
|
|
2015
Q4 | $11K | Hold |
420
| – | – | ﹤0.01% | 335 |
|
|
2015
Q3 | $10K | Hold |
420
| – | – | ﹤0.01% | 352 |
|
|
2015
Q2 | $10K | Hold |
420
| – | – | ﹤0.01% | 350 |
|
|
2015
Q1 | $10K | Hold |
420
| – | – | ﹤0.01% | 363 |
|
|
2014
Q4 | $9K | Buy |
420
+120
| +40% | +$2.57K | ﹤0.01% | 366 |
|
|
2014
Q3 | $5K | Hold |
300
| – | – | ﹤0.01% | 434 |
|
|
2014
Q2 | $4K | Hold |
300
| – | – | ﹤0.01% | 419 |
|
|
2014
Q1 | $4K | Hold |
300
| – | – | ﹤0.01% | 397 |
|
|
2013
Q4 | $3K | Hold |
300
| – | – | ﹤0.01% | 380 |
|
|
2013
Q3 | $3K | Hold |
300
| – | – | ﹤0.01% | 368 |
|
|
2013
Q2 | $3K | Buy |
+300
| New | +$3K | ﹤0.01% | 324 |
|