Kings Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $146K | Sell |
1,242
-30
| -2% | -$3.53K | 0.01% | 222 |
|
|
2021
Q4 | $165K | Buy |
1,272
+312
| +33% | +$40.5K | 0.01% | 230 |
|
|
2021
Q3 | $109K | Hold |
960
| – | – | 0.01% | 255 |
|
|
2021
Q2 | $99K | Hold |
960
| – | – | 0.01% | 267 |
|
|
2021
Q1 | $80K | Sell |
960
-171
| -15% | -$14.3K | 0.01% | 276 |
|
|
2020
Q4 | $103K | Buy |
1,131
+201
| +22% | +$18.3K | 0.01% | 243 |
|
|
2020
Q3 | $74K | Buy |
930
+39
| +4% | +$3.1K | 0.01% | 270 |
|
|
2020
Q2 | $62K | Hold |
891
| – | – | 0.01% | 259 |
|
|
2020
Q1 | $56K | Hold |
891
| – | – | 0.01% | 262 |
|
|
2019
Q4 | $69K | Hold |
891
| – | – | 0.01% | 269 |
|
|
2019
Q3 | $65K | Hold |
891
| – | – | 0.01% | 259 |
|
|
2019
Q2 | $55K | Sell |
891
-33
| -4% | -$2.04K | 0.01% | 248 |
|
|
2019
Q1 | $59K | Hold |
924
| – | – | 0.01% | 217 |
|
|
2018
Q4 | $47K | Hold |
924
| – | – | 0.01% | 227 |
|
|
2018
Q3 | $54K | Buy |
924
+33
| +4% | +$1.93K | 0.01% | 233 |
|
|
2018
Q2 | $43K | Sell |
891
-474
| -35% | -$22.9K | 0.01% | 253 |
|
|
2018
Q1 | $63K | Hold |
1,365
| – | – | 0.01% | 213 |
|
|
2017
Q4 | $51K | Sell |
1,365
-108
| -7% | -$4.04K | 0.01% | 231 |
|
|
2017
Q3 | $54K | Sell |
1,473
-615
| -29% | -$22.5K | 0.01% | 220 |
|
|
2017
Q2 | $82K | Buy |
2,088
+1,041
| +99% | +$40.9K | 0.02% | 186 |
|
|
2017
Q1 | $33K | Hold |
1,047
| – | – | 0.01% | 259 |
|
|
2016
Q4 | $33K | Hold |
1,047
| – | – | 0.01% | 223 |
|
|
2016
Q3 | $42K | Buy |
1,047
+573
| +121% | +$23K | 0.01% | 200 |
|
|
2016
Q2 | $16K | Sell |
474
-1,044
| -69% | -$35.2K | ﹤0.01% | 275 |
|
|
2016
Q1 | $45K | Hold |
1,518
| – | – | 0.01% | 184 |
|
|
2015
Q4 | $40K | Buy |
+1,518
| New | +$40K | 0.01% | 225 |
|