Kopp Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2019
Q2 | – | Sell |
-3,666
| Closed | -$234K | – | 50 |
|
2019
Q1 | $234K | Buy |
+3,666
| New | +$234K | 0.19% | 57 |
|
2018
Q2 | – | Sell |
-7,668
| Closed | -$357K | – | 62 |
|
2018
Q1 | $357K | Sell |
7,668
-321
| -4% | -$14.9K | 0.36% | 54 |
|
2017
Q4 | $300K | Sell |
7,989
-249
| -3% | -$9.35K | 0.3% | 55 |
|
2017
Q3 | $300K | Buy |
8,238
+1,842
| +29% | +$67.1K | 0.27% | 55 |
|
2017
Q2 | $252K | Hold |
6,396
| – | – | 0.23% | 55 |
|
2017
Q1 | $201K | Sell |
6,396
-270
| -4% | -$8.49K | 0.2% | 58 |
|
2016
Q4 | $208K | Buy |
+6,666
| New | +$208K | 0.22% | 57 |
|