Patriot Financial Group Insurance Agency’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-390
| Closed | -$37K | – | 880 |
|
|
2022
Q2 | $37K | Sell |
390
-34
| -8% | -$3.23K | 0.01% | 823 |
|
|
2022
Q1 | $50K | Sell |
424
-74
| -15% | -$8.73K | 0.01% | 774 |
|
|
2021
Q4 | $65K | Buy |
498
+58
| +13% | +$7.57K | 0.01% | 775 |
|
|
2021
Q3 | $50K | Hold |
440
| – | – | 0.01% | 867 |
|
|
2021
Q2 | $46K | Buy |
440
+105
| +31% | +$11K | 0.01% | 858 |
|
|
2021
Q1 | $28K | Buy |
335
+85
| +34% | +$7.1K | 0.01% | 968 |
|
|
2020
Q4 | $23K | Hold |
250
| – | – | 0.01% | 923 |
|
|
2020
Q3 | $20K | Buy |
250
+90
| +56% | +$7.2K | 0.01% | 791 |
|
|
2020
Q2 | $11K | Buy |
+160
| New | +$11K | ﹤0.01% | 937 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 1288 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 1077 |
|
|
2018
Q2 | – | Sell |
-30
| Closed | -$1K | – | 682 |
|
|
2018
Q1 | $1K | Hold |
30
| – | – | ﹤0.01% | 906 |
|
|
2017
Q4 | $1K | Hold |
30
| – | – | ﹤0.01% | 889 |
|
|
2017
Q3 | $1K | Buy |
30
+9
| +43% | +$300 | ﹤0.01% | 873 |
|
|
2017
Q2 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 870 |
|