Mogy Joel R Investment Counsel’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,970
| Closed | -$280K | – | 110 |
|
|
2023
Q2 | $280K | Hold |
2,970
| – | – | 0.02% | 101 |
|
|
2023
Q1 | $246K | Hold |
2,970
| – | – | 0.02% | 105 |
|
|
2022
Q4 | $222K | Hold |
2,970
| – | – | 0.02% | 105 |
|
|
2022
Q3 | $245K | Hold |
2,970
| – | – | 0.03% | 100 |
|
|
2022
Q2 | $282K | Hold |
2,970
| – | – | 0.03% | 98 |
|
|
2022
Q1 | $350K | Hold |
2,970
| – | – | 0.03% | 96 |
|
|
2021
Q4 | $385K | Hold |
2,970
| – | – | 0.03% | 101 |
|
|
2021
Q3 | $336K | Hold |
2,970
| – | – | 0.03% | 97 |
|
|
2021
Q2 | $308K | Hold |
2,970
| – | – | 0.03% | 101 |
|
|
2021
Q1 | $248K | Hold |
2,970
| – | – | 0.02% | 103 |
|
|
2020
Q4 | $271K | Hold |
2,970
| – | – | 0.03% | 101 |
|
|
2020
Q3 | $237K | Hold |
2,970
| – | – | 0.03% | 101 |
|
|
2020
Q2 | $205K | Buy |
+2,970
| New | +$205K | 0.02% | 104 |
|
|
2020
Q1 | – | Sell |
-2,970
| Closed | -$231K | – | 105 |
|
|
2019
Q4 | $231K | Hold |
2,970
| – | – | 0.03% | 110 |
|
|
2019
Q3 | $218K | Buy |
+2,970
| New | +$218K | 0.03% | 115 |
|