NovaPoint Capital’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 |
-3,175
| Closed | -$293K | – | 133 |
|
|
2024
Q2 | $293K | Hold |
3,175
| – | – | 0.1% | 112 |
|
|
2024
Q1 | $303K | Sell |
3,175
-1,480
| -32% | -$141K | 0.11% | 111 |
|
|
2023
Q4 | $355K | Sell |
4,655
-1,100
| -19% | -$83.9K | 0.13% | 97 |
|
|
2023
Q3 | $399K | Sell |
5,755
-191
| -3% | -$13.2K | 0.16% | 91 |
|
|
2023
Q2 | $561K | Hold |
5,946
| – | – | 0.21% | 84 |
|
|
2023
Q1 | $492K | Buy |
5,946
+1
| +0% | +$83 | 0.2% | 86 |
|
|
2022
Q4 | $444K | Hold |
5,945
| – | – | 0.19% | 89 |
|
|
2022
Q3 | $491K | Sell |
5,945
-120
| -2% | -$9.91K | 0.22% | 89 |
|
|
2022
Q2 | $577K | Sell |
6,065
-610
| -9% | -$58K | 0.25% | 81 |
|
|
2022
Q1 | $786K | Sell |
6,675
-440
| -6% | -$51.8K | 0.29% | 70 |
|
|
2021
Q4 | $922K | Buy |
7,115
+240
| +3% | +$31.1K | 0.33% | 69 |
|
|
2021
Q3 | $778K | Buy |
6,875
+55
| +0.8% | +$6.22K | 0.31% | 69 |
|
|
2021
Q2 | $706K | Sell |
6,820
-50
| -0.7% | -$5.18K | 0.29% | 69 |
|
|
2021
Q1 | $575K | Buy |
6,870
+145
| +2% | +$12.1K | 0.27% | 70 |
|
|
2020
Q4 | $614K | Buy |
6,725
+2,430
| +57% | +$222K | 0.32% | 66 |
|
|
2020
Q3 | $343K | Buy |
+4,295
| New | +$343K | 0.22% | 70 |
|