MPS Loria Financial Planners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,724
| Closed | -$284K | – | 82 |
|
|
2023
Q4 | $284K | Buy |
3,724
+15
| +0.4% | +$1.14K | 0.1% | 66 |
|
|
2023
Q3 | $257K | Hold |
3,709
| – | – | 0.1% | 65 |
|
|
2023
Q2 | $350K | Hold |
3,709
| – | – | 0.13% | 53 |
|
|
2023
Q1 | $307K | Hold |
3,709
| – | – | 0.12% | 56 |
|
|
2022
Q4 | $277K | Sell |
3,709
-4
| -0.1% | -$298 | 0.12% | 59 |
|
|
2022
Q3 | $307K | Sell |
3,713
-6
| -0.2% | -$496 | 0.12% | 52 |
|
|
2022
Q2 | $353K | Buy |
3,719
+10
| +0.3% | +$949 | 0.16% | 47 |
|
|
2022
Q1 | $436K | Hold |
3,709
| – | – | 0.18% | 46 |
|
|
2021
Q4 | $480K | Hold |
3,709
| – | – | 0.2% | 42 |
|
|
2021
Q3 | $419K | Hold |
3,709
| – | – | 0.19% | 42 |
|
|
2021
Q2 | $384K | Hold |
3,709
| – | – | 0.18% | 45 |
|
|
2021
Q1 | $310K | Sell |
3,709
-102
| -3% | -$8.53K | 0.14% | 57 |
|
|
2020
Q4 | $339K | Buy |
3,811
+151
| +4% | +$13.4K | 0.15% | 50 |
|
|
2020
Q3 | $292K | Hold |
3,660
| – | – | 0.15% | 51 |
|
|
2020
Q2 | $253K | Hold |
3,660
| – | – | 0.14% | 59 |
|
|
2020
Q1 | $230K | Hold |
3,660
| – | – | 0.18% | 54 |
|
|
2019
Q4 | $284K | Hold |
3,660
| – | – | 0.17% | 53 |
|
|
2019
Q3 | $268K | Hold |
3,660
| – | – | 0.17% | 55 |
|
|
2019
Q2 | $225K | Hold |
3,660
| – | – | 0.14% | 62 |
|
|
2019
Q1 | $233K | Buy |
+3,660
| New | +$233K | 0.15% | 61 |
|
|
2018
Q4 | – | Sell |
-3,660
| Closed | -$212K | – | 74 |
|
|
2018
Q3 | $212K | Buy |
+3,660
| New | +$212K | 0.13% | 72 |
|
|
2017
Q3 | – | Sell |
-3,660
| Closed | -$140K | – | 162 |
|
|
2017
Q2 | $140K | Buy |
+3,660
| New | +$140K | 0.09% | 95 |
|