Lenox Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $33K | Sell |
480
-774
| -62% | -$53.2K | 0.01% | 303 |
|
|
2020
Q1 | $78K | Buy |
1,254
+54
| +5% | +$3.36K | 0.03% | 207 |
|
|
2019
Q4 | $93K | Sell |
1,200
-381
| -24% | -$29.5K | 0.03% | 227 |
|
|
2019
Q3 | $115K | Sell |
1,581
-93
| -6% | -$6.77K | 0.03% | 191 |
|
|
2019
Q2 | $103K | Sell |
1,674
-549
| -25% | -$33.8K | 0.03% | 188 |
|
|
2019
Q1 | $142K | Buy |
2,223
+93
| +4% | +$5.94K | 0.04% | 146 |
|
|
2018
Q4 | $109K | Sell |
2,130
-57
| -3% | -$2.92K | 0.04% | 149 |
|
|
2018
Q3 | $127K | Sell |
2,187
-3
| -0.1% | -$174 | 0.04% | 170 |
|
|
2018
Q2 | $106K | Buy |
2,190
+96
| +5% | +$4.65K | 0.03% | 170 |
|
|
2018
Q1 | $97K | Buy |
2,094
+759
| +57% | +$35.2K | 0.03% | 172 |
|
|
2017
Q4 | $50K | Buy |
1,335
+246
| +23% | +$9.21K | 0.02% | 207 |
|
|
2017
Q3 | $39K | Buy |
1,089
+195
| +22% | +$6.98K | 0.01% | 252 |
|
|
2017
Q2 | $35K | Buy |
+894
| New | +$35K | 0.01% | 235 |
|