Ropes Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-1,203
| Closed | -$110K | – | 426 |
|
|
2020
Q4 | $110K | Buy |
+1,203
| New | +$110K | 0.02% | 303 |
|
|
2020
Q3 | – | Sell |
-1,650
| Closed | -$114K | – | 625 |
|
|
2020
Q2 | $114K | Sell |
1,650
-1,293
| -44% | -$89.3K | 0.02% | 246 |
|
|
2020
Q1 | $185K | Sell |
2,943
-573
| -16% | -$36K | 0.05% | 181 |
|
|
2019
Q4 | $273K | Hold |
3,516
| – | – | 0.06% | 183 |
|
|
2019
Q3 | $258K | Sell |
3,516
-90
| -2% | -$6.6K | 0.05% | 197 |
|
|
2019
Q2 | $222K | Hold |
3,606
| – | – | 0.05% | 209 |
|
|
2019
Q1 | $230K | Buy |
3,606
+570
| +19% | +$36.4K | 0.06% | 204 |
|
|
2018
Q4 | $155K | Buy |
3,036
+573
| +23% | +$29.3K | 0.04% | 230 |
|
|
2018
Q3 | $143K | Sell |
2,463
-555
| -18% | -$32.2K | 0.04% | 248 |
|
|
2018
Q2 | $146K | Buy |
3,018
+1,968
| +187% | +$95.2K | 0.04% | 251 |
|
|
2018
Q1 | $49K | Hold |
1,050
| – | – | 0.01% | 334 |
|
|
2017
Q4 | $39K | Sell |
1,050
-90
| -8% | -$3.34K | 0.01% | 371 |
|
|
2017
Q3 | $42K | Buy |
1,140
+90
| +9% | +$3.32K | 0.01% | 347 |
|
|
2017
Q2 | $41K | Sell |
1,050
-291
| -22% | -$11.4K | 0.01% | 349 |
|
|
2017
Q1 | $42K | Sell |
1,341
-2,211
| -62% | -$69.2K | 0.01% | 346 |
|
|
2016
Q4 | $111K | Buy |
3,552
+2,592
| +270% | +$81K | 0.03% | 248 |
|
|
2016
Q3 | $39K | Hold |
960
| – | – | 0.01% | 298 |
|
|
2016
Q2 | $32K | Sell |
960
-81
| -8% | -$2.7K | 0.01% | 301 |
|
|
2016
Q1 | $31K | Buy |
1,041
+51
| +5% | +$1.52K | 0.01% | 252 |
|
|
2015
Q4 | $26K | Sell |
990
-930
| -48% | -$24.4K | 0.01% | 285 |
|
|
2015
Q3 | $45K | Buy |
1,920
+960
| +100% | +$22.5K | 0.02% | 262 |
|
|
2015
Q2 | $23K | Hold |
960
| – | – | 0.01% | 219 |
|
|
2015
Q1 | $23K | Buy |
+960
| New | +$23K | 0.01% | 226 |
|