SBSB
Sullivan, Bruyette, Speros & Blaney’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $229K | Sell |
2,742
-1,073
| -28% | -$89.6K | 0.01% | 285 |
|
|
2020
Q4 | $348K | Buy |
3,815
+794
| +26% | +$72.4K | 0.02% | 203 |
|
|
2020
Q3 | $241K | Hold |
3,021
| – | – | 0.01% | 226 |
|
|
2020
Q2 | $209K | Buy |
3,021
+2,014
| +200% | +$139K | 0.01% | 228 |
|
|
2020
Q1 | $190K | Hold |
1,007
| – | – | 0.01% | 212 |
|
|
2019
Q4 | $235K | Hold |
1,007
| – | – | 0.01% | 222 |
|
|
2019
Q3 | $221K | Buy |
+1,007
| New | +$221K | 0.01% | 217 |
|