NovaPoint Capital’s Edwards Lifesciences EW Stock Holding History

NovaPoint Capital’s Portfolio EW Stock Details EW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-3,175	Closed	-$293K	–	133
2024 Q2	$293K	Hold	3,175	–	–	0.1%	112
2024 Q1	$303K	Sell	3,175 -1,480	-32%	-$124K	0.11%	111
2023 Q4	$355K	Sell	4,655 -1,100	-19%	-$76.5K	0.13%	97
2023 Q3	$399K	Sell	5,755 -191	-3%	-$15.3K	0.16%	91
2023 Q2	$561K	Hold	5,946	–	–	0.21%	84
2023 Q1	$492K	Buy	5,946 +1	+0%	+$79	0.2%	86
2022 Q4	$444K	Hold	5,945	–	–	0.19%	89
2022 Q3	$491K	Sell	5,945 -120	-2%	-$11.5K	0.22%	89
2022 Q2	$577K	Sell	6,065 -610	-9%	-$63.1K	0.25%	81
2022 Q1	$786K	Sell	6,675 -440	-6%	-$49.4K	0.29%	70
2021 Q4	$922K	Buy	7,115 +240	+3%	+$28K	0.33%	69
2021 Q3	$778K	Buy	6,875 +55	+0.8%	+$6.28K	0.31%	69
2021 Q2	$706K	Sell	6,820 -50	-0.7%	-$4.71K	0.29%	69
2021 Q1	$575K	Buy	6,870 +145	+2%	+$12.3K	0.27%	70
2020 Q4	$614K	Buy	6,725 +2,430	+57%	+$202K	0.32%	66
2020 Q3	$343K	Buy	+4,295	New	+$335K	0.22%	70

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JP Morgan Chase

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Ninety One (UK)

Ninety One (UK) London, United Kingdom $43.1B AUM 23.42% 1-Year Est. Return