Lake Street Advisors Group’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $271K | Buy |
3,661
+552
| +18% | +$40.9K | 0.01% | 480 |
|
|
2024
Q3 | $205K | Sell |
3,109
-722
| -19% | -$47.6K | 0.01% | 558 |
|
|
2024
Q2 | $354K | Buy |
3,831
+258
| +7% | +$23.8K | 0.02% | 400 |
|
|
2024
Q1 | $341K | Buy |
3,573
+79
| +2% | +$7.55K | 0.02% | 428 |
|
|
2023
Q4 | $266K | Buy |
+3,494
| New | +$266K | 0.01% | 475 |
|
|
2021
Q3 | – | Sell |
-4,436
| Closed | -$496K | – | 296 |
|
|
2021
Q2 | $496K | Sell |
4,436
-39
| -0.9% | -$4.36K | 0.04% | 165 |
|
|
2021
Q1 | $374K | Buy |
4,475
+124
| +3% | +$10.4K | 0.03% | 196 |
|
|
2020
Q4 | $397K | Sell |
4,351
-31
| -0.7% | -$2.83K | 0.03% | 178 |
|
|
2020
Q3 | $350K | Sell |
4,382
-352
| -7% | -$28.1K | 0.03% | 182 |
|
|
2020
Q2 | $327K | Sell |
4,734
-9
| -0.2% | -$622 | 0.03% | 185 |
|
|
2020
Q1 | $298K | Buy |
4,743
+33
| +0.7% | +$2.07K | 0.04% | 176 |
|
|
2019
Q4 | $366K | Sell |
4,710
-42
| -0.9% | -$3.26K | 0.04% | 150 |
|
|
2019
Q3 | $339K | Buy |
+4,752
| New | +$339K | 0.04% | 133 |
|
|
2019
Q2 | – | Sell |
-4,422
| Closed | -$282K | – | 237 |
|
|
2019
Q1 | $282K | Sell |
4,422
-15
| -0.3% | -$957 | 0.03% | 162 |
|
|
2018
Q4 | $227K | Buy |
4,437
+936
| +27% | +$47.9K | 0.03% | 169 |
|
|
2018
Q3 | $203K | Buy |
+3,501
| New | +$203K | 0.02% | 201 |
|
|
2018
Q1 | – | Sell |
-5,340
| Closed | -$201K | – | 330 |
|
|
2017
Q4 | $201K | Buy |
+5,340
| New | +$201K | 0.02% | 308 |
|