RFA
Reilly Financial Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | $128K | Buy |
987
+30
| +3% | +$3.89K | 0.01% | 251 |
|
|
2021
Q3 | $108K | Hold |
957
| – | – | 0.01% | 257 |
|
|
2021
Q2 | $99K | Hold |
957
| – | – | 0.01% | 275 |
|
|
2021
Q1 | $80K | Hold |
957
| – | – | 0.01% | 290 |
|
|
2020
Q4 | $87K | Buy |
957
+39
| +4% | +$3.55K | 0.01% | 267 |
|
|
2020
Q3 | $73K | Sell |
918
-60
| -6% | -$4.77K | 0.01% | 260 |
|
|
2020
Q2 | $68K | Buy |
978
+652
| +200% | +$45.3K | 0.01% | 271 |
|
|
2020
Q1 | $61K | Buy |
326
+20
| +7% | +$3.74K | 0.01% | 263 |
|
|
2019
Q4 | $71K | Hold |
306
| – | – | 0.01% | 287 |
|
|
2019
Q3 | $67K | Hold |
306
| – | – | 0.01% | 303 |
|
|
2019
Q2 | $57K | Hold |
306
| – | – | 0.01% | 340 |
|
|
2019
Q1 | $59K | Hold |
306
| – | – | 0.01% | 322 |
|
|
2018
Q4 | $47K | Sell |
306
-40
| -12% | -$6.14K | 0.01% | 344 |
|
|
2018
Q3 | $60K | Hold |
346
| – | – | 0.01% | 330 |
|
|
2018
Q2 | $50K | Hold |
346
| – | – | 0.01% | 315 |
|
|
2018
Q1 | $48K | Buy |
346
+181
| +110% | +$25.1K | 0.01% | 307 |
|
|
2017
Q4 | $19K | Sell |
165
-100
| -38% | -$11.5K | ﹤0.01% | 523 |
|
|
2017
Q3 | $29K | Hold |
265
| – | – | ﹤0.01% | 403 |
|
|
2017
Q2 | $31K | Sell |
265
-130
| -33% | -$15.2K | ﹤0.01% | 395 |
|
|
2017
Q1 | $37K | Sell |
395
-1,945
| -83% | -$182K | 0.01% | 346 |
|
|
2016
Q4 | $219K | Sell |
2,340
-82,940
| -97% | -$7.76M | 0.04% | 142 |
|
|
2016
Q3 | $10.3M | Buy |
85,280
+40
| +0% | +$4.82K | 1.82% | 21 |
|
|
2016
Q2 | $8.5M | Sell |
85,240
-4,729
| -5% | -$472K | 1.56% | 30 |
|
|
2016
Q1 | $7.94M | Buy |
89,969
+2,505
| +3% | +$221K | 1.36% | 28 |
|
|
2015
Q4 | $6.91M | Buy |
+87,464
| New | +$6.91M | 1.22% | 36 |
|