SBL
Sargent Bickham Lagudis’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $711K | Hold |
9,523
| – | – | 0.06% | 152 |
|
|
2022
Q3 | $787K | Buy |
9,523
+1
| +0% | +$83 | 0.07% | 140 |
|
|
2022
Q2 | $905K | Buy |
9,522
+234
| +3% | +$22.2K | 0.08% | 140 |
|
|
2022
Q1 | $1.09M | Sell |
9,288
-600
| -6% | -$70.6K | 0.09% | 132 |
|
|
2021
Q4 | $1.28M | Hold |
9,888
| – | – | 0.1% | 119 |
|
|
2021
Q3 | $1.12M | Sell |
9,888
-864
| -8% | -$97.8K | 0.09% | 124 |
|
|
2021
Q2 | $1.11M | Sell |
10,752
-48
| -0.4% | -$4.97K | 0.09% | 124 |
|
|
2021
Q1 | $903K | Hold |
10,800
| – | – | 0.08% | 121 |
|
|
2020
Q4 | $985K | Sell |
10,800
-195
| -2% | -$17.8K | 0.09% | 119 |
|
|
2020
Q3 | $878K | Hold |
10,995
| – | – | 0.09% | 117 |
|
|
2020
Q2 | $760K | Buy |
10,995
+7,330
| +200% | +$507K | 0.08% | 120 |
|
|
2020
Q1 | $691K | Buy |
3,665
+2
| +0.1% | +$377 | 0.09% | 129 |
|
|
2019
Q4 | $855K | Hold |
3,663
| – | – | 0.09% | 119 |
|
|
2019
Q3 | $806K | Hold |
3,663
| – | – | 0.1% | 117 |
|
|
2019
Q2 | $677K | Hold |
3,663
| – | – | 0.08% | 131 |
|
|
2019
Q1 | $701K | Buy |
3,663
+98
| +3% | +$18.8K | 0.08% | 132 |
|
|
2018
Q4 | $546K | Hold |
3,565
| – | – | 0.07% | 133 |
|
|
2018
Q3 | $621K | Hold |
3,565
| – | – | 0.07% | 136 |
|
|
2018
Q2 | $519K | Buy |
3,565
+600
| +20% | +$87.3K | 0.06% | 139 |
|
|
2018
Q1 | $414K | Sell |
2,965
-873
| -23% | -$122K | 0.05% | 146 |
|
|
2017
Q4 | $433K | Buy |
3,838
+81
| +2% | +$9.14K | 0.05% | 151 |
|
|
2017
Q3 | $411K | Sell |
3,757
-145
| -4% | -$15.9K | 0.05% | 154 |
|
|
2017
Q2 | $461K | Buy |
3,902
+176
| +5% | +$20.8K | 0.06% | 145 |
|
|
2017
Q1 | $351K | Hold |
3,726
| – | – | 0.05% | 163 |
|
|
2016
Q4 | $349K | Sell |
3,726
-47
| -1% | -$4.4K | 0.05% | 151 |
|
|
2016
Q3 | $455 | Sell |
3,773
-60
| -2% | -$7 | 0.07% | 140 |
|
|
2016
Q2 | $382K | Buy |
3,833
+47
| +1% | +$4.68K | 0.06% | 148 |
|
|
2016
Q1 | $334K | Buy |
+3,786
| New | +$334K | 0.05% | 160 |
|