Stevens First Principles Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | $528K | Hold |
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|
2019
Q1 | $547K | Hold |
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|
2018
Q4 | $438K | Sell |
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|
2018
Q3 | $510K | Buy |
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|
2018
Q2 | $426K | Hold |
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|
2018
Q1 | $408K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $320K | Hold |
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|
2017
Q2 | $346K | Hold |
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|
2017
Q1 | $275K | Sell |
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|
2016
Q4 | $307K | Hold |
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|
2016
Q3 | $395K | Sell |
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|
2016
Q2 | $332K | Sell |
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|
2016
Q1 | $307K | Sell |
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|
2015
Q4 | $287K | Hold |
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|
2015
Q3 | $258K | Hold |
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|
2015
Q2 | $259K | Hold |
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|
2015
Q1 | $259K | Hold |
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|
2014
Q4 | $231K | Sell |
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|
2014
Q3 | $197K | Hold |
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|
2014
Q2 | $165K | Hold |
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|
2014
Q1 | $143K | Sell |
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|
2013
Q4 | $148K | Hold |
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|
2013
Q3 | $157K | Buy |
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|
2013
Q2 | $27K | Buy |
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