Meristem Family Wealth’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $447K | Sell |
3,797
-5,517
| -59% | -$649K | 0.05% | 203 |
|
|
2021
Q4 | $1.21M | Hold |
9,314
| – | – | 0.1% | 110 |
|
|
2021
Q3 | $1.05M | Buy |
9,314
+807
| +9% | +$91.3K | 0.1% | 122 |
|
|
2021
Q2 | $881K | Buy |
8,507
+1,950
| +30% | +$202K | 0.14% | 104 |
|
|
2021
Q1 | $548K | Hold |
6,557
| – | – | 0.11% | 122 |
|
|
2020
Q4 | $598K | Buy |
6,557
+1,157
| +21% | +$106K | 0.13% | 103 |
|
|
2020
Q3 | $431K | Hold |
5,400
| – | – | 0.11% | 116 |
|
|
2020
Q2 | $373K | Hold |
5,400
| – | – | 0.1% | 121 |
|
|
2020
Q1 | $340K | Sell |
5,400
-30
| -0.6% | -$1.89K | 0.1% | 121 |
|
|
2019
Q4 | $422K | Hold |
5,430
| – | – | 0.1% | 115 |
|
|
2019
Q3 | $398K | Buy |
+5,430
| New | +$398K | 0.11% | 117 |
|