JOYN 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 | – | Sell |
-2,778
| Closed | -$216K | – | 122 |
|
|
2019
Q4 | $216K | Sell |
2,778
-15
| -0.5% | -$1.17K | 0.05% | 114 |
|
|
2019
Q3 | $205K | Sell |
2,793
-117
| -4% | -$8.59K | 0.05% | 113 |
|
|
2019
Q2 | $203K | Sell |
2,910
-390
| -12% | -$27.2K | 0.05% | 119 |
|
|
2019
Q1 | $210K | Buy |
+3,300
| New | +$210K | 0.05% | 109 |
|
|
2018
Q3 | – | Sell |
-7,668
| Closed | -$372K | – | 1785 |
|
|
2018
Q2 | $372K | Sell |
7,668
-12,015
| -61% | -$583K | 0.08% | 71 |
|
|
2018
Q1 | $915K | Sell |
19,683
-6,393
| -25% | -$297K | 0.2% | 30 |
|
|
2017
Q4 | $980K | Buy |
+26,076
| New | +$980K | 0.21% | 38 |
|