Nadler Financial Group’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 |
-2,356
| Closed | -$218K | – | 124 |
|
|
2024
Q2 | $218K | Hold |
2,356
| – | – | 0.03% | 101 |
|
|
2024
Q1 | $225K | Buy |
+2,356
| New | +$225K | 0.03% | 102 |
|
|
2022
Q3 | – | Sell |
-2,356
| Closed | -$224K | – | 103 |
|
|
2022
Q2 | $224K | Sell |
2,356
-73
| -3% | -$6.94K | 0.04% | 95 |
|
|
2022
Q1 | $286K | Sell |
2,429
-527
| -18% | -$62.1K | 0.04% | 90 |
|
|
2021
Q4 | $383K | Hold |
2,956
| – | – | 0.06% | 83 |
|
|
2021
Q3 | $335K | Hold |
2,956
| – | – | 0.05% | 85 |
|
|
2021
Q2 | $306K | Sell |
2,956
-360
| -11% | -$37.3K | 0.05% | 91 |
|
|
2021
Q1 | $277K | Buy |
3,316
+74
| +2% | +$6.18K | 0.05% | 91 |
|
|
2020
Q4 | $296K | Buy |
3,242
+115
| +4% | +$10.5K | 0.06% | 81 |
|
|
2020
Q3 | $250K | Buy |
3,127
+5
| +0.2% | +$400 | 0.06% | 83 |
|
|
2020
Q2 | $216K | Buy |
+3,122
| New | +$216K | 0.05% | 90 |
|