Scholtz & Company’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-18,001
| Closed | -$1.34M | – | 41 |
|
|
2022
Q4 | $1.34M | Sell |
18,001
-60
| -0.3% | -$4.62K | 0.95% | 26 |
|
|
2022
Q3 | $1.35M | Sell |
18,061
-18,074
| -50% | -$1.74M | 0.96% | 28 |
|
|
2022
Q2 | $3.44M | Sell |
36,135
-973
| -3% | -$101K | 2.11% | 19 |
|
|
2022
Q1 | $4.37M | Sell |
37,108
-3,108
| -8% | -$349K | 1.72% | 22 |
|
|
2021
Q4 | $5.21M | Sell |
40,216
-5,274
| -12% | -$615K | 1.68% | 25 |
|
|
2021
Q3 | $5.15M | Sell |
45,490
-1,857
| -4% | -$212K | 1.82% | 21 |
|
|
2021
Q2 | $4.9M | Buy |
47,347
+4,150
| +10% | +$391K | 1.68% | 24 |
|
|
2021
Q1 | $3.61M | Buy |
43,197
+479
| +1% | +$40.5K | 1.37% | 30 |
|
|
2020
Q4 | $3.9M | Buy |
42,718
+10,832
| +34% | +$898K | 1.52% | 27 |
|
|
2020
Q3 | $2.54M | Sell |
31,886
-131
| -0.4% | -$10.2K | 1.11% | 34 |
|
|
2020
Q2 | $2.21M | Buy |
32,017
+1,576
| +5% | +$112K | 1.1% | 32 |
|
|
2020
Q1 | $1.91M | Buy |
30,441
+2,985
| +11% | +$215K | 1.47% | 23 |
|
|
2019
Q4 | $2.13M | Sell |
27,456
-306
| -1% | -$23.9K | 1.24% | 30 |
|
|
2019
Q3 | $2.04M | Sell |
27,762
-28,107
| -50% | -$1.97M | 1.36% | 29 |
|
|
2019
Q2 | $3.44M | Sell |
55,869
-2,265
| -4% | -$137K | 2.23% | 17 |
|
|
2019
Q1 | $3.71M | Sell |
58,134
-20,076
| -26% | -$1.15M | 2.47% | 20 |
|
|
2018
Q4 | $3.99M | Sell |
78,210
-33,960
| -30% | -$1.72M | 3.47% | 14 |
|
|
2018
Q3 | $6.51M | Buy |
112,170
+9,540
| +9% | +$467K | 4.11% | 7 |
|
|
2018
Q2 | $4.98M | Sell |
102,630
-300
| -0.3% | -$14K | 3.49% | 10 |
|
|
2018
Q1 | $4.79M | Sell |
102,930
-1,050
| -1% | -$45.6K | 3.54% | 8 |
|
|
2017
Q4 | $3.91M | Sell |
103,980
-3,090
| -3% | -$113K | 2.83% | 12 |
|
|
2017
Q3 | $3.9M | Buy |
107,070
+10,650
| +11% | +$406K | 3.05% | 13 |
|
|
2017
Q2 | $3.8M | Buy |
+96,420
| New | +$3.52M | 3.28% | 12 |
|
Other funds holding EW
