Kurt F. Somerville’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,600
| Closed | -$351K | – | 100 |
|
|
2023
Q4 | $351K | Sell |
4,600
-23,525
| -84% | -$1.79M | 0.07% | 79 |
|
|
2023
Q3 | $1.95M | Buy |
28,125
+4,370
| +18% | +$303K | 0.39% | 43 |
|
|
2023
Q2 | $2.24M | Buy |
23,755
+1,505
| +7% | +$142K | 0.43% | 42 |
|
|
2023
Q1 | $1.84M | Buy |
22,250
+8,975
| +68% | +$743K | 0.34% | 46 |
|
|
2022
Q4 | $990K | Sell |
13,275
-14,480
| -52% | -$1.08M | 0.19% | 57 |
|
|
2022
Q3 | $2.29M | Buy |
27,755
+3,405
| +14% | +$281K | 0.46% | 42 |
|
|
2022
Q2 | $2.32M | Buy |
24,350
+8,153
| +50% | +$775K | 0.44% | 44 |
|
|
2022
Q1 | $1.91M | Buy |
16,197
+4,085
| +34% | +$481K | 0.31% | 46 |
|
|
2021
Q4 | $1.57M | Buy |
12,112
+8,802
| +266% | +$1.14M | 0.22% | 50 |
|
|
2021
Q3 | $375K | Buy |
+3,310
| New | +$375K | 0.06% | 85 |
|