Roberts Capital Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-4,192
| Closed | -$310K | – | 91 |
|
|
2024
Q4 | $310K | Hold |
4,192
| – | – | 0.26% | 76 |
|
|
2024
Q3 | $277K | Hold |
4,192
| – | – | 0.24% | 81 |
|
|
2024
Q2 | $401K | Hold |
4,192
| – | – | 0.38% | 73 |
|
|
2024
Q1 | $401K | Buy |
+4,192
| New | +$401K | 0.38% | 73 |
|
|
2022
Q3 | $371K | Hold |
4,494
| – | – | 0.54% | 58 |
|
|
2022
Q2 | $427K | Hold |
4,494
| – | – | 0.59% | 56 |
|
|
2022
Q1 | $529K | Hold |
4,494
| – | – | 0.55% | 59 |
|
|
2021
Q4 | $582K | Buy |
+4,494
| New | +$582K | 0.54% | 56 |
|