M Holdings Securities’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-5,125
| Closed | -$473K | – | 175 |
|
|
2024
Q2 | $473K | Buy |
+5,125
| New | +$473K | 0.06% | 172 |
|
|
2023
Q2 | – | Sell |
-2,439
| Closed | -$201K | – | 236 |
|
|
2023
Q1 | $201K | Buy |
+2,439
| New | +$201K | 0.02% | 313 |
|
|
2022
Q3 | – | Sell |
-2,349
| Closed | -$223K | – | 440 |
|
|
2022
Q2 | $223K | Sell |
2,349
-84
| -3% | -$7.97K | 0.02% | 390 |
|
|
2022
Q1 | $286K | Buy |
+2,433
| New | +$286K | 0.02% | 401 |
|
|
2019
Q2 | – | Sell |
-9,402
| Closed | -$600K | – | 218 |
|
|
2019
Q1 | $600K | Sell |
9,402
-2,397
| -20% | -$153K | 0.14% | 181 |
|
|
2018
Q4 | $602K | Sell |
11,799
-1,350
| -10% | -$68.9K | 0.19% | 147 |
|
|
2018
Q3 | $763K | Buy |
13,149
+954
| +8% | +$55.4K | 0.2% | 138 |
|
|
2018
Q2 | $592K | Sell |
12,195
-711
| -6% | -$34.5K | 0.16% | 169 |
|
|
2018
Q1 | $600K | Buy |
12,906
+120
| +0.9% | +$5.58K | 0.18% | 159 |
|
|
2017
Q4 | $480K | Sell |
12,786
-711
| -5% | -$26.7K | 0.14% | 182 |
|
|
2017
Q3 | $492K | Sell |
13,497
-108
| -0.8% | -$3.94K | 0.16% | 184 |
|
|
2017
Q2 | $536K | Buy |
13,605
+1,209
| +10% | +$47.6K | 0.18% | 155 |
|
|
2017
Q1 | $389K | Buy |
12,396
+186
| +2% | +$5.84K | 0.15% | 173 |
|
|
2016
Q4 | $381K | Buy |
+12,210
| New | +$381K | 0.13% | 166 |
|