Laurel Wealth Advisors (California)’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $457K | Hold |
6,121
| – | – | 0.05% | 378 |
|
|
2022
Q3 | $506K | Hold |
6,121
| – | – | 0.05% | 337 |
|
|
2022
Q2 | $582K | Sell |
6,121
-900
| -13% | -$85.6K | 0.06% | 324 |
|
|
2022
Q1 | $827K | Sell |
7,021
-52
| -0.7% | -$6.13K | 0.07% | 284 |
|
|
2021
Q4 | $916K | Buy |
7,073
+1,552
| +28% | +$201K | 0.07% | 280 |
|
|
2021
Q3 | $625K | Sell |
5,521
-1,544
| -22% | -$175K | 0.11% | 203 |
|
|
2021
Q2 | $731K | Hold |
7,065
| – | – | 0.09% | 216 |
|
|
2021
Q1 | $590K | Hold |
7,065
| – | – | 0.09% | 219 |
|
|
2020
Q4 | $645K | Buy |
7,065
+144
| +2% | +$13.1K | 0.09% | 203 |
|
|
2020
Q3 | $553K | Hold |
6,921
| – | – | 0.09% | 211 |
|
|
2020
Q2 | $479K | Hold |
6,921
| – | – | 0.09% | 224 |
|
|
2020
Q1 | $435K | Sell |
6,921
-300
| -4% | -$18.9K | 0.1% | 216 |
|
|
2019
Q4 | $562K | Buy |
7,221
+150
| +2% | +$11.7K | 0.09% | 217 |
|
|
2019
Q3 | $518K | Buy |
7,071
+1,281
| +22% | +$93.8K | 0.09% | 238 |
|
|
2019
Q2 | $357K | Sell |
5,790
-1,107
| -16% | -$68.3K | 0.08% | 264 |
|
|
2019
Q1 | $440K | Buy |
6,897
+1,485
| +27% | +$94.7K | 0.11% | 205 |
|
|
2018
Q4 | $276K | Buy |
5,412
+300
| +6% | +$15.3K | 0.08% | 257 |
|
|
2018
Q3 | $296K | Hold |
5,112
| – | – | 0.07% | 273 |
|
|
2018
Q2 | $248K | Hold |
5,112
| – | – | 0.07% | 305 |
|
|
2018
Q1 | $237K | Buy |
+5,112
| New | +$237K | 0.07% | 286 |
|