SevenBridge Financial Group’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,399
| Closed | -$205K | – | 210 |
|
|
2024
Q1 | $205K | Sell |
2,399
-866
| -27% | -$72.7K | 0.05% | 194 |
|
|
2023
Q4 | $249K | Hold |
3,265
| – | – | 0.06% | 171 |
|
|
2023
Q3 | $226K | Buy |
3,265
+309
| +10% | +$24.8K | 0.06% | 171 |
|
|
2023
Q2 | $279K | Buy |
2,956
+156
| +6% | +$13.6K | 0.07% | 151 |
|
|
2023
Q1 | $232K | Buy |
+2,800
| New | +$220K | 0.06% | 167 |
|
|
2022
Q4 | – | Sell |
-3,034
| Closed | -$251K | – | 178 |
|
|
2022
Q3 | $251K | Hold |
3,034
| – | – | 0.09% | 151 |
|
|
2022
Q2 | $289K | Sell |
3,034
-75
| -2% | -$7.76K | 0.12% | 116 |
|
|
2022
Q1 | $366K | Sell |
3,109
-528
| -15% | -$59.2K | 0.13% | 114 |
|
|
2021
Q4 | $471K | Hold |
3,637
| – | – | 0.14% | 115 |
|
|
2021
Q3 | $412K | Sell |
3,637
-209
| -5% | -$23.9K | 0.14% | 114 |
|
|
2021
Q2 | $398K | Hold |
3,846
| – | – | 0.13% | 120 |
|
|
2021
Q1 | $322K | Hold |
3,846
| – | – | 0.12% | 118 |
|
|
2020
Q4 | $351K | Hold |
3,846
| – | – | 0.14% | 112 |
|
|
2020
Q3 | $307K | Buy |
3,846
+75
| +2% | +$5.85K | 0.14% | 110 |
|
|
2020
Q2 | $261K | Hold |
3,771
| – | – | 0.13% | 112 |
|
|
2020
Q1 | $237K | Sell |
3,771
-621
| -14% | -$44.8K | 0.14% | 112 |
|
|
2019
Q4 | $342K | Buy |
4,392
+1,020
| +30% | +$79.6K | 0.16% | 117 |
|
|
2019
Q3 | $247K | Hold |
3,372
| – | – | 0.13% | 121 |
|
|
2019
Q2 | $208K | Buy |
3,372
+918
| +37% | +$55.5K | 0.1% | 151 |
|
|
2019
Q1 | $157K | Buy |
+2,454
| New | +$140K | 0.08% | 158 |
|
|
2018
Q4 | – | Sell |
-2,454
| Closed | -$142K | – | 578 |
|
|
2018
Q3 | $142K | Hold |
2,454
| – | – | 0.08% | 151 |
|
|
2018
Q2 | $119K | Sell |
2,454
-120
| -5% | -$5.6K | 0.07% | 167 |
|
|
2018
Q1 | $120K | Sell |
2,574
-435
| -14% | -$18.9K | 0.07% | 171 |
|
|
2017
Q4 | $113K | Sell |
3,009
-900
| -23% | -$33K | 0.06% | 178 |
|
|
2017
Q3 | $142K | Sell |
3,909
-102
| -3% | -$3.89K | 0.08% | 160 |
|
|
2017
Q2 | $158K | Hold |
4,011
| – | – | 0.1% | 147 |
|
|
2017
Q1 | $126K | Sell |
4,011
-1,569
| -28% | -$49.1K | 0.08% | 157 |
|
|
2016
Q4 | $221K | Hold |
5,580
| – | – | 0.16% | 122 |
|
|
2016
Q3 | $221K | Sell |
5,580
-1,446
| -21% | -$54.5K | 0.16% | 122 |
|
|
2016
Q2 | $234K | Sell |
7,026
-114,174
| -94% | -$3.91M | 0.16% | 119 |
|
|
2016
Q1 | $458K | Buy |
+121,200
| New | +$3.34M | 0.04% | 70 |
|
Other funds holding EW
