Steph & Co’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-178
| Closed | -$17K | – | 268 |
|
|
2024
Q1 | $17K | Hold |
178
| – | – | 0.01% | 233 |
|
|
2023
Q4 | $13.6K | Hold |
178
| – | – | 0.01% | 208 |
|
|
2023
Q3 | $12.3K | Sell |
178
-90
| -34% | -$6.24K | 0.01% | 235 |
|
|
2023
Q2 | $25.3K | Hold |
268
| – | – | 0.01% | 183 |
|
|
2023
Q1 | $22.2K | Hold |
268
| – | – | 0.01% | 182 |
|
|
2022
Q4 | $20K | Buy |
268
+46
| +21% | +$3.43K | 0.01% | 192 |
|
|
2022
Q3 | $18K | Hold |
222
| – | – | 0.01% | 181 |
|
|
2022
Q2 | $21K | Buy |
222
+20
| +10% | +$1.89K | 0.01% | 177 |
|
|
2022
Q1 | $24K | Sell |
202
-40
| -17% | -$4.75K | 0.01% | 229 |
|
|
2021
Q4 | $31K | Hold |
242
| – | – | 0.02% | 238 |
|
|
2021
Q3 | $27K | Hold |
242
| – | – | 0.02% | 210 |
|
|
2021
Q2 | $25K | Sell |
242
-12
| -5% | -$1.24K | 0.02% | 187 |
|
|
2021
Q1 | $21K | Buy |
254
+12
| +5% | +$992 | 0.01% | 190 |
|
|
2020
Q4 | $22K | Hold |
242
| – | – | 0.02% | 191 |
|
|
2020
Q3 | $19K | Hold |
242
| – | – | 0.02% | 182 |
|
|
2020
Q2 | $17K | Sell |
242
-25
| -9% | -$1.76K | 0.02% | 189 |
|
|
2020
Q1 | $17K | Hold |
267
| – | – | 0.02% | 185 |
|
|
2019
Q4 | $21K | Buy |
+267
| New | +$21K | 0.02% | 192 |
|