Pinnacle Wealth Planning 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 |
-4,086
| Closed | -$377K | – | 539 |
|
|
2024
Q2 | $377K | Sell |
4,086
-110
| -3% | -$10.2K | 0.05% | 228 |
|
|
2024
Q1 | $401K | Sell |
4,196
-361
| -8% | -$34.5K | 0.06% | 230 |
|
|
2023
Q4 | $347K | Buy |
+4,557
| New | +$347K | 0.05% | 234 |
|
|
2023
Q3 | – | Sell |
-3,830
| Closed | -$361K | – | 462 |
|
|
2023
Q2 | $361K | Sell |
3,830
-133
| -3% | -$12.5K | 0.06% | 227 |
|
|
2023
Q1 | $328K | Buy |
+3,963
| New | +$328K | 0.05% | 249 |
|
|
2022
Q4 | – | Sell |
-3,213
| Closed | -$265K | – | 460 |
|
|
2022
Q3 | $265K | Sell |
3,213
-1,032
| -24% | -$85.1K | 0.05% | 263 |
|
|
2022
Q2 | $404K | Buy |
4,245
+14
| +0.3% | +$1.33K | 0.07% | 187 |
|
|
2022
Q1 | $498K | Buy |
4,231
+533
| +14% | +$62.7K | 0.09% | 167 |
|
|
2021
Q4 | $479K | Buy |
3,698
+396
| +12% | +$51.3K | 0.09% | 158 |
|
|
2021
Q3 | $374K | Buy |
3,302
+25
| +0.8% | +$2.83K | 0.08% | 199 |
|
|
2021
Q2 | $339K | Buy |
3,277
+10
| +0.3% | +$1.03K | 0.08% | 204 |
|
|
2021
Q1 | $273K | Buy |
3,267
+173
| +6% | +$14.5K | 0.07% | 230 |
|
|
2020
Q4 | $282K | Sell |
3,094
-244
| -7% | -$22.2K | 0.07% | 209 |
|
|
2020
Q3 | $267K | Buy |
3,338
+169
| +5% | +$13.5K | 0.09% | 185 |
|
|
2020
Q2 | $219K | Sell |
3,169
-389
| -11% | -$26.9K | 0.07% | 206 |
|
|
2020
Q1 | $223K | Buy |
3,558
+777
| +28% | +$48.7K | 0.11% | 170 |
|
|
2019
Q4 | $216K | Buy |
+2,781
| New | +$216K | 0.1% | 198 |
|