Salem Investment Counselors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $814K | Sell |
10,406
-150
| -1% | -$11.7K | 0.03% | 229 |
|
|
2025
Q1 | $765K | Buy |
10,556
+940
| +10% | +$68.1K | 0.03% | 225 |
|
|
2024
Q4 | $712K | Sell |
9,616
-800
| -8% | -$59.2K | 0.02% | 237 |
|
|
2024
Q3 | $687K | Buy |
10,416
+99
| +1% | +$6.53K | 0.02% | 237 |
|
|
2024
Q2 | $953K | Hold |
10,317
| – | – | 0.03% | 202 |
|
|
2024
Q1 | $986K | Buy |
10,317
+1,875
| +22% | +$179K | 0.03% | 202 |
|
|
2023
Q4 | $644K | Sell |
8,442
-1,235
| -13% | -$94.2K | 0.02% | 226 |
|
|
2023
Q3 | $670K | Buy |
9,677
+3,725
| +63% | +$258K | 0.03% | 208 |
|
|
2023
Q2 | $561K | Hold |
5,952
| – | – | 0.02% | 226 |
|
|
2023
Q1 | $492K | Sell |
5,952
-700
| -11% | -$57.9K | 0.02% | 239 |
|
|
2022
Q4 | $496K | Sell |
6,652
-1,650
| -20% | -$123K | 0.02% | 240 |
|
|
2022
Q3 | $686K | Hold |
8,302
| – | – | 0.03% | 203 |
|
|
2022
Q2 | $789K | Sell |
8,302
-6,106
| -42% | -$580K | 0.04% | 197 |
|
|
2022
Q1 | $1.7M | Sell |
14,408
-45
| -0.3% | -$5.3K | 0.07% | 148 |
|
|
2021
Q4 | $1.87M | Buy |
14,453
+460
| +3% | +$59.6K | 0.07% | 142 |
|
|
2021
Q3 | $1.58M | Buy |
13,993
+3,210
| +30% | +$363K | 0.09% | 149 |
|
|
2021
Q2 | $1.12M | Buy |
10,783
+300
| +3% | +$31.1K | 0.06% | 167 |
|
|
2021
Q1 | $877K | Buy |
10,483
+4,213
| +67% | +$352K | 0.05% | 168 |
|
|
2020
Q4 | $572K | Buy |
6,270
+400
| +7% | +$36.5K | 0.04% | 189 |
|
|
2020
Q3 | $469K | Buy |
5,870
+305
| +5% | +$24.4K | 0.04% | 189 |
|
|
2020
Q2 | $385K | Buy |
5,565
+1,125
| +25% | +$77.8K | 0.03% | 193 |
|
|
2020
Q1 | $279K | Hold |
4,440
| – | – | 0.03% | 205 |
|
|
2019
Q4 | $345K | Buy |
4,440
+390
| +10% | +$30.3K | 0.03% | 214 |
|
|
2019
Q3 | $297K | Hold |
4,050
| – | – | 0.03% | 217 |
|
|
2019
Q2 | $249K | Hold |
4,050
| – | – | 0.02% | 235 |
|
|
2019
Q1 | $235K | Hold |
4,050
| – | – | 0.02% | 185 |
|
|
2018
Q4 | $207K | Hold |
4,050
| – | – | 0.03% | 180 |
|
|
2018
Q3 | $235K | Hold |
4,050
| – | – | 0.02% | 185 |
|
|
2018
Q2 | $197K | Buy |
4,050
+390
| +11% | +$19K | 0.02% | 193 |
|
|
2018
Q1 | $166K | Hold |
3,660
| – | – | 0.02% | 198 |
|
|
2017
Q4 | $138K | Sell |
3,660
-597
| -14% | -$22.5K | 0.02% | 220 |
|
|
2017
Q3 | $156K | Hold |
4,257
| – | – | 0.02% | 209 |
|
|
2017
Q2 | $168K | Buy |
4,257
+597
| +16% | +$23.6K | 0.02% | 210 |
|
|
2017
Q1 | $115K | Sell |
3,660
-8,280
| -69% | -$260K | 0.01% | 284 |
|
|
2016
Q4 | $373K | Hold |
11,940
| – | – | 0.04% | 199 |
|
|
2016
Q3 | $4.8K | Buy |
+11,940
| New | +$4.8K | 0.06% | 162 |
|