Sheaff Brock Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-7,498
| Closed | -$620K | – | 494 |
|
|
2023
Q1 | $620K | Buy |
7,498
+100
| +1% | +$8.27K | 0.06% | 225 |
|
|
2022
Q4 | $552K | Sell |
7,398
-1,300
| -15% | -$97K | 0.05% | 227 |
|
|
2022
Q3 | $719K | Sell |
8,698
-531
| -6% | -$43.9K | 0.08% | 193 |
|
|
2022
Q2 | $878K | Buy |
9,229
+100
| +1% | +$9.51K | 0.07% | 172 |
|
|
2022
Q1 | $1.08M | Buy |
+9,129
| New | +$1.08M | 0.07% | 168 |
|
|
2021
Q2 | – | Sell |
-5,329
| Closed | -$445K | – | 522 |
|
|
2021
Q1 | $445K | Hold |
5,329
| – | – | 0.04% | 270 |
|
|
2020
Q4 | $486K | Sell |
5,329
-100
| -2% | -$9.12K | 0.04% | 235 |
|
|
2020
Q3 | $433K | Sell |
5,429
-200
| -4% | -$16K | 0.04% | 232 |
|
|
2020
Q2 | $389K | Buy |
+5,629
| New | +$389K | 0.04% | 247 |
|
|
2016
Q2 | – | Sell |
-14,760
| Closed | -$434K | – | 608 |
|
|
2016
Q1 | $434K | Sell |
14,760
-15,966
| -52% | -$469K | 0.05% | 311 |
|
|
2015
Q4 | $809K | Buy |
+30,726
| New | +$809K | 0.09% | 219 |
|