TWA
TCI Wealth Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,335
| Closed | -$110K | – | 873 |
|
|
2023
Q1 | $110K | Buy |
1,335
+45
| +3% | +$3.72K | 0.01% | 266 |
|
|
2022
Q4 | $96.2K | Sell |
1,290
-169
| -12% | -$12.6K | 0.01% | 273 |
|
|
2022
Q3 | $121K | Buy |
1,459
+4
| +0.3% | +$332 | 0.02% | 217 |
|
|
2022
Q2 | $138K | Buy |
1,455
+173
| +13% | +$16.4K | 0.02% | 210 |
|
|
2022
Q1 | $151K | Sell |
1,282
-2
| -0.2% | -$236 | 0.02% | 211 |
|
|
2021
Q4 | $166K | Sell |
1,284
-8
| -0.6% | -$1.03K | 0.02% | 197 |
|
|
2021
Q3 | $146K | Buy |
1,292
+18
| +1% | +$2.03K | 0.02% | 215 |
|
|
2021
Q2 | $132K | Buy |
1,274
+16
| +1% | +$1.66K | 0.02% | 214 |
|
|
2021
Q1 | $105K | Buy |
1,258
+58
| +5% | +$4.84K | 0.04% | 217 |
|
|
2020
Q4 | $109K | Sell |
1,200
-66
| -5% | -$6K | 0.05% | 195 |
|
|
2020
Q3 | $101K | Hold |
1,266
| – | – | 0.04% | 193 |
|
|
2020
Q2 | $87K | Buy |
+1,266
| New | +$87K | 0.04% | 217 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | -$2K | – | 1541 |
|
|
2019
Q4 | $2K | Sell |
10
-2
| -17% | -$400 | ﹤0.01% | 1131 |
|
|
2019
Q3 | $3K | Buy |
12
+5
| +71% | +$1.25K | ﹤0.01% | 942 |
|
|
2019
Q2 | $1K | Sell |
7
-200
| -97% | -$28.6K | ﹤0.01% | 1181 |
|
|
2019
Q1 | $40K | Sell |
207
-3
| -1% | -$580 | 0.02% | 370 |
|
|
2018
Q4 | $32K | Sell |
210
-790
| -79% | -$120K | 0.02% | 383 |
|
|
2018
Q3 | $174K | Sell |
1,000
-24
| -2% | -$4.18K | 0.07% | 160 |
|
|
2018
Q2 | $149K | Buy |
1,024
+24
| +2% | +$3.49K | 0.07% | 175 |
|
|
2018
Q1 | $140K | Hold |
1,000
| – | – | 0.06% | 177 |
|
|
2017
Q4 | $113K | Hold |
1,000
| – | – | 0.05% | 214 |
|
|
2017
Q3 | $109K | Hold |
1,000
| – | – | 0.05% | 194 |
|
|
2017
Q2 | $118K | Hold |
1,000
| – | – | 0.06% | 182 |
|
|
2017
Q1 | $94K | Sell |
1,000
-22
| -2% | -$2.07K | 0.05% | 217 |
|
|
2016
Q4 | $96K | Sell |
1,022
-22
| -2% | -$2.07K | 0.05% | 230 |
|
|
2016
Q3 | $126K | Buy |
1,044
+244
| +31% | +$29.4K | 0.07% | 184 |
|
|
2016
Q2 | $80K | Sell |
800
-258
| -24% | -$25.8K | 0.04% | 234 |
|
|
2016
Q1 | $93K | Buy |
1,058
+58
| +6% | +$5.1K | 0.05% | 214 |
|
|
2015
Q4 | $79K | Buy |
1,000
+500
| +100% | +$39.5K | 0.04% | 239 |
|
|
2015
Q3 | $71K | Buy |
500
+100
| +25% | +$14.2K | 0.04% | 234 |
|
|
2015
Q2 | $57K | Hold |
400
| – | – | 0.03% | 267 |
|
|
2015
Q1 | $57K | Hold |
400
| – | – | 0.04% | 226 |
|
|
2014
Q4 | $51K | Hold |
400
| – | – | 0.03% | 247 |
|
|
2014
Q3 | $41K | Hold |
400
| – | – | 0.03% | 250 |
|
|
2014
Q2 | $34K | Hold |
400
| – | – | 0.02% | 281 |
|
|
2014
Q1 | $30K | Sell |
400
-5
| -1% | -$375 | 0.02% | 281 |
|
|
2013
Q4 | $27K | Hold |
405
| – | – | 0.02% | 316 |
|
|
2013
Q3 | $28K | Hold |
405
| – | – | 0.02% | 256 |
|
|
2013
Q2 | $27K | Buy |
+405
| New | +$27K | 0.02% | 272 |
|