Optimum Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,432
| Closed | -$315K | – | 851 |
|
|
2021
Q4 | $315K | Hold |
2,432
| – | – | 0.12% | 167 |
|
|
2021
Q3 | $275K | Hold |
2,432
| – | – | 0.12% | 172 |
|
|
2021
Q2 | $252K | Sell |
2,432
-70
| -3% | -$7.25K | 0.08% | 222 |
|
|
2021
Q1 | $209K | Sell |
2,502
-18
| -0.7% | -$1.5K | 0.06% | 257 |
|
|
2020
Q4 | $230K | Buy |
2,520
+2,432
| +2,764% | +$222K | 0.07% | 226 |
|
|
2020
Q3 | $7K | Buy |
88
+70
| +389% | +$5.57K | ﹤0.01% | 722 |
|
|
2020
Q2 | $1K | Sell |
18
-279
| -94% | -$15.5K | ﹤0.01% | 834 |
|
|
2020
Q1 | $19K | Sell |
297
-1,407
| -83% | -$90K | 0.01% | 578 |
|
|
2019
Q4 | $133K | Buy |
1,704
+204
| +14% | +$15.9K | 0.04% | 345 |
|
|
2019
Q3 | $110K | Buy |
1,500
+150
| +11% | +$11K | 0.03% | 364 |
|
|
2019
Q2 | $83K | Buy |
1,350
+1,200
| +800% | +$73.8K | 0.03% | 410 |
|
|
2019
Q1 | $10K | Sell |
150
-738
| -83% | -$49.2K | ﹤0.01% | 802 |
|
|
2018
Q4 | $45K | Sell |
888
-975
| -52% | -$49.4K | 0.02% | 488 |
|
|
2018
Q3 | $108K | Hold |
1,863
| – | – | 0.03% | 386 |
|
|
2018
Q2 | $90K | Sell |
1,863
-492
| -21% | -$23.8K | 0.03% | 412 |
|
|
2018
Q1 | $110K | Buy |
+2,355
| New | +$110K | 0.03% | 387 |
|