Physicians Financial Services’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 |
-7,341
| Closed | -$678K | – | 109 |
|
|
2024
Q2 | $678K | Sell |
7,341
-100
| -1% | -$9.24K | 0.22% | 71 |
|
|
2024
Q1 | $711K | Sell |
7,441
-250
| -3% | -$23.9K | 0.25% | 69 |
|
|
2023
Q4 | $586K | Sell |
7,691
-300
| -4% | -$22.9K | 0.22% | 72 |
|
|
2023
Q3 | $554K | Sell |
7,991
-240
| -3% | -$16.6K | 0.23% | 72 |
|
|
2023
Q2 | $776K | Hold |
8,231
| – | – | 0.3% | 67 |
|
|
2023
Q1 | $681K | Sell |
8,231
-100
| -1% | -$8.27K | 0.29% | 67 |
|
|
2022
Q4 | $622K | Hold |
8,331
| – | – | 0.28% | 69 |
|
|
2022
Q3 | $688K | Sell |
8,331
-60
| -0.7% | -$4.96K | 0.33% | 67 |
|
|
2022
Q2 | $798K | Hold |
8,391
| – | – | 0.36% | 63 |
|
|
2022
Q1 | $988K | Sell |
8,391
-34
| -0.4% | -$4K | 0.38% | 64 |
|
|
2021
Q4 | $1.09M | Sell |
8,425
-50
| -0.6% | -$6.48K | 0.4% | 60 |
|
|
2021
Q3 | $959K | Sell |
8,475
-100
| -1% | -$11.3K | 0.39% | 62 |
|
|
2021
Q2 | $888K | Hold |
8,575
| – | – | 0.36% | 64 |
|
|
2021
Q1 | $717K | Buy |
8,575
+300
| +4% | +$25.1K | 0.31% | 66 |
|
|
2020
Q4 | $755K | Sell |
8,275
-300
| -3% | -$27.4K | 0.36% | 61 |
|
|
2020
Q3 | $684K | Sell |
8,575
-200
| -2% | -$16K | 0.34% | 65 |
|
|
2020
Q2 | $606K | Hold |
8,775
| – | – | 0.33% | 66 |
|
|
2020
Q1 | $552K | Sell |
8,775
-900
| -9% | -$56.6K | 0.38% | 63 |
|
|
2019
Q4 | $752K | Buy |
9,675
+300
| +3% | +$23.3K | 0.41% | 63 |
|
|
2019
Q3 | $687K | Hold |
9,375
| – | – | 0.39% | 63 |
|
|
2019
Q2 | $577K | Hold |
9,375
| – | – | 0.34% | 69 |
|
|
2019
Q1 | $598K | Hold |
9,375
| – | – | 0.37% | 69 |
|
|
2018
Q4 | $479K | Hold |
9,375
| – | – | 0.35% | 70 |
|
|
2018
Q3 | $545K | Hold |
9,375
| – | – | 0.37% | 68 |
|
|
2018
Q2 | $455K | Hold |
9,375
| – | – | 0.34% | 72 |
|
|
2018
Q1 | $427K | Buy |
9,375
+1,200
| +15% | +$54.7K | 0.34% | 75 |
|
|
2017
Q4 | $307K | Hold |
8,175
| – | – | 0.23% | 93 |
|
|
2017
Q3 | $298K | Hold |
8,175
| – | – | 0.24% | 91 |
|
|
2017
Q2 | $322K | Buy |
8,175
+600
| +8% | +$23.6K | 0.27% | 87 |
|
|
2017
Q1 | $238K | Buy |
7,575
+2,325
| +44% | +$73.1K | 0.21% | 101 |
|
|
2016
Q4 | $200K | Hold |
5,250
| – | – | 0.16% | 106 |
|
|
2016
Q3 | $210K | Buy |
+5,250
| New | +$210K | 0.18% | 102 |
|