Kore Private Wealth’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 |
-3,762
| Closed | -$426K | – | 356 |
|
|
2021
Q3 | $426K | Buy |
3,762
+382
| +11% | +$43.3K | 0.04% | 261 |
|
|
2021
Q2 | $350K | Buy |
3,380
+244
| +8% | +$25.3K | 0.04% | 284 |
|
|
2021
Q1 | $262K | Buy |
3,136
+474
| +18% | +$39.6K | 0.04% | 303 |
|
|
2020
Q4 | $243K | Buy |
+2,662
| New | +$243K | 0.04% | 278 |
|
|
2020
Q3 | – | Sell |
-2,010
| Closed | -$138K | – | 521 |
|
|
2020
Q2 | $138K | Buy |
2,010
+15
| +0.8% | +$1.03K | 0.03% | 284 |
|
|
2020
Q1 | $125K | Sell |
1,995
-444
| -18% | -$27.8K | 0.03% | 278 |
|
|
2019
Q4 | $190K | Buy |
+2,439
| New | +$190K | 0.04% | 254 |
|
|
2019
Q2 | – | Sell |
-1,410
| Closed | -$90K | – | 412 |
|
|
2019
Q1 | $90K | Buy |
+1,410
| New | +$90K | 0.02% | 301 |
|