MLL
Moody Lynn & Lieberson’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-3,958
| Closed | -$373K | – | 211 |
|
|
2023
Q2 | $373K | Buy |
3,958
+23
| +0.6% | +$2.17K | 0.03% | 176 |
|
|
2023
Q1 | $326K | Hold |
3,935
| – | – | 0.03% | 185 |
|
|
2022
Q4 | $293K | Hold |
3,935
| – | – | 0.03% | 197 |
|
|
2022
Q3 | $325K | Hold |
3,935
| – | – | 0.03% | 183 |
|
|
2022
Q2 | $374K | Hold |
3,935
| – | – | 0.03% | 174 |
|
|
2022
Q1 | $463K | Sell |
3,935
-22,145
| -85% | -$2.61M | 0.03% | 159 |
|
|
2021
Q4 | $3.38M | Sell |
26,080
-11,095
| -30% | -$1.44M | 0.23% | 77 |
|
|
2021
Q3 | $4.21M | Buy |
37,175
+13,728
| +59% | +$1.55M | 0.32% | 68 |
|
|
2021
Q2 | $2.43M | Buy |
+23,447
| New | +$2.43M | 0.18% | 84 |
|
|
2021
Q1 | – | Sell |
-41,770
| Closed | -$3.81M | – | 223 |
|
|
2020
Q4 | $3.81M | Buy |
+41,770
| New | +$3.81M | 0.33% | 70 |
|
|
2020
Q1 | – | Sell |
-17,526
| Closed | -$4.09M | – | 176 |
|
|
2019
Q4 | $4.09M | Sell |
17,526
-11,349
| -39% | -$2.65M | 0.39% | 68 |
|
|
2019
Q3 | $6.35M | Hold |
28,875
| – | – | 0.71% | 49 |
|
|
2019
Q2 | $5.33M | Buy |
28,875
+25,175
| +680% | +$4.65M | 0.59% | 52 |
|
|
2019
Q1 | $708K | Buy |
+3,700
| New | +$708K | 0.08% | 116 |
|
|
2016
Q4 | – | Sell |
-29,790
| Closed | -$3.59M | – | 174 |
|
|
2016
Q3 | $3.59M | Buy |
29,790
+13,990
| +89% | +$1.69M | 0.6% | 53 |
|
|
2016
Q2 | $1.58M | Buy |
15,800
+8,330
| +112% | +$831K | 0.28% | 65 |
|
|
2016
Q1 | $659K | Buy |
+7,470
| New | +$659K | 0.1% | 93 |
|