SWS Partners’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-8,806
| Closed | -$1.04M | – | 89 |
|
|
2022
Q1 | $1.04M | Sell |
8,806
-4,767
| -35% | -$561K | 0.68% | 63 |
|
|
2021
Q4 | $1.76M | Sell |
13,573
-2,202
| -14% | -$285K | 1% | 56 |
|
|
2021
Q3 | $1.79M | Buy |
15,775
+294
| +2% | +$33.3K | 1.11% | 43 |
|
|
2021
Q2 | $1.6M | Buy |
15,481
+178
| +1% | +$18.4K | 1.04% | 50 |
|
|
2021
Q1 | $1.28M | Buy |
15,303
+4,828
| +46% | +$404K | 0.88% | 59 |
|
|
2020
Q4 | $956K | Buy |
10,475
+1,104
| +12% | +$101K | 0.43% | 86 |
|
|
2020
Q3 | $748K | Buy |
9,371
+1,068
| +13% | +$85.2K | 0.37% | 80 |
|
|
2020
Q2 | $651K | Buy |
8,303
+800
| +11% | +$62.7K | 0.83% | 52 |
|
|
2020
Q1 | $472K | Buy |
+7,503
| New | +$472K | 0.34% | 80 |
|
|
2019
Q3 | $507K | Sell |
6,222
-663
| -10% | -$54K | 0.3% | 72 |
|
|
2019
Q2 | $443K | Buy |
+6,885
| New | +$443K | 0.28% | 83 |
|
|
2018
Q4 | $273K | Buy |
5,352
+108
| +2% | +$5.51K | 0.21% | 80 |
|
|
2018
Q3 | $304K | Buy |
5,244
+522
| +11% | +$30.3K | 0.19% | 85 |
|
|
2018
Q2 | $229K | Buy |
+4,722
| New | +$229K | 0.16% | 93 |
|