Regal Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-4,538
| Closed | -$419K | – | 522 |
|
|
2024
Q2 | $419K | Buy |
4,538
+27
| +0.6% | +$2.39K | 0.03% | 384 |
|
|
2024
Q1 | $431K | Sell |
4,511
-143
| -3% | -$12K | 0.03% | 386 |
|
|
2023
Q4 | $355K | Buy |
4,654
+372
| +9% | +$25.9K | 0.03% | 388 |
|
|
2023
Q3 | $297K | Sell |
4,282
-1,446
| -25% | -$116K | 0.03% | 392 |
|
|
2023
Q2 | $540K | Sell |
5,728
-425
| -7% | -$36.9K | 0.05% | 279 |
|
|
2023
Q1 | $509K | Buy |
6,153
+935
| +18% | +$73.5K | 0.05% | 284 |
|
|
2022
Q4 | $389K | Sell |
5,218
-36
| -0.7% | -$2.77K | 0.04% | 328 |
|
|
2022
Q3 | $434K | Sell |
5,254
-34
| -0.6% | -$3.27K | 0.05% | 289 |
|
|
2022
Q2 | $503K | Sell |
5,288
-2,437
| -32% | -$252K | 0.05% | 276 |
|
|
2022
Q1 | $909K | Sell |
7,725
-1,246
| -14% | -$140K | 0.08% | 227 |
|
|
2021
Q4 | $1.16M | Buy |
8,971
+68
| +0.8% | +$7.93K | 0.1% | 215 |
|
|
2021
Q3 | $1.01M | Sell |
8,903
-910
| -9% | -$104K | 0.1% | 231 |
|
|
2021
Q2 | $1.02M | Buy |
+9,813
| New | +$925K | 0.1% | 213 |
|
|
2021
Q1 | – | Sell |
-9,439
| Closed | -$861K | – | 141 |
|
|
2020
Q4 | $861K | Buy |
+9,439
| New | +$783K | 0.1% | 197 |
|
|
2020
Q1 | – | Sell |
-4,263
| Closed | -$332K | – | 98 |
|
|
2019
Q4 | $332K | Hold |
4,263
| – | – | 0.06% | 251 |
|
|
2019
Q3 | $312K | Hold |
4,263
| – | – | 0.06% | 247 |
|
|
2019
Q2 | $263K | Buy |
4,263
+30
| +0.7% | +$1.81K | 0.05% | 265 |
|
|
2019
Q1 | $270K | Hold |
4,233
| – | – | 0.06% | 256 |
|
|
2018
Q4 | $216K | Buy |
+4,233
| New | +$214K | 0.05% | 296 |
|
|
2015
Q4 | – | Sell |
-300
| Closed | -$7K | – | 457 |
|
|
2015
Q3 | $7K | Hold |
300
| – | – | ﹤0.01% | 755 |
|
|
2015
Q2 | $7K | Hold |
300
| – | – | ﹤0.01% | 697 |
|
|
2015
Q1 | $7K | Sell |
300
-330
| -52% | -$7.4K | ﹤0.01% | 752 |
|
|
2014
Q4 | $13K | Sell |
630
-138
| -18% | -$2.77K | ﹤0.01% | 604 |
|
|
2014
Q3 | $13K | Sell |
768
-312
| -29% | -$4.92K | ﹤0.01% | 634 |
|
|
2014
Q2 | $15K | Sell |
1,080
-1,140
| -51% | -$15.5K | 0.01% | 594 |
|
|
2014
Q1 | $27K | Hold |
2,220
| – | – | 0.01% | 452 |
|
|
2013
Q4 | $24K | Sell |
2,220
-1,080
| -33% | -$12.2K | 0.01% | 414 |
|
|
2013
Q3 | $38K | Buy |
3,300
+300
| +10% | +$3.51K | 0.02% | 340 |
|
|
2013
Q2 | $34K | Buy |
+3,000
| New | +$35.5K | 0.02% | 350 |
|
Other funds holding EW
