TCI Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,335
| Closed | -$110K | – | 873 |
|
|
2023
Q1 | $110K | Buy |
1,335
+45
| +3% | +$3.54K | 0.01% | 266 |
|
|
2022
Q4 | $96.2K | Sell |
1,290
-169
| -12% | -$13K | 0.01% | 273 |
|
|
2022
Q3 | $121K | Buy |
1,459
+4
| +0.3% | +$385 | 0.02% | 217 |
|
|
2022
Q2 | $138K | Buy |
1,455
+173
| +13% | +$17.9K | 0.02% | 210 |
|
|
2022
Q1 | $151K | Sell |
1,282
-2
| -0.2% | -$224 | 0.02% | 211 |
|
|
2021
Q4 | $166K | Sell |
1,284
-8
| -0.6% | -$933 | 0.02% | 197 |
|
|
2021
Q3 | $146K | Buy |
1,292
+18
| +1% | +$2.06K | 0.02% | 230 |
|
|
2021
Q2 | $132K | Buy |
1,274
+16
| +1% | +$1.51K | 0.02% | 232 |
|
|
2021
Q1 | $105K | Buy |
1,258
+58
| +5% | +$4.9K | 0.05% | 233 |
|
|
2020
Q4 | $109K | Sell |
1,200
-66
| -5% | -$5.47K | 0.05% | 219 |
|
|
2020
Q3 | $101K | Hold |
1,266
| – | – | 0.04% | 209 |
|
|
2020
Q2 | $87K | Buy |
+1,266
| New | +$90K | 0.04% | 229 |
|
|
2020
Q1 | – | Sell |
-30
| Closed | -$2K | – | 1552 |
|
|
2019
Q4 | $2K | Sell |
30
-6
| -17% | -$469 | ﹤0.01% | 1135 |
|
|
2019
Q3 | $3K | Buy |
36
+15
| +71% | +$1.05K | ﹤0.01% | 946 |
|
|
2019
Q2 | $1K | Sell |
21
-600
| -97% | -$36.3K | ﹤0.01% | 1185 |
|
|
2019
Q1 | $40K | Sell |
621
-9
| -1% | -$514 | 0.02% | 376 |
|
|
2018
Q4 | $32K | Sell |
630
-2,370
| -79% | -$120K | 0.02% | 391 |
|
|
2018
Q3 | $174K | Sell |
3,000
-72
| -2% | -$3.52K | 0.07% | 164 |
|
|
2018
Q2 | $149K | Buy |
3,072
+72
| +2% | +$3.36K | 0.07% | 175 |
|
|
2018
Q1 | $140K | Hold |
3,000
| – | – | 0.07% | 179 |
|
|
2017
Q4 | $113K | Hold |
3,000
| – | – | 0.05% | 214 |
|
|
2017
Q3 | $109K | Hold |
3,000
| – | – | 0.05% | 195 |
|
|
2017
Q2 | $118K | Hold |
3,000
| – | – | 0.06% | 182 |
|
|
2017
Q1 | $94K | Sell |
3,000
-66
| -2% | -$2.07K | 0.05% | 217 |
|
|
2016
Q4 | $96K | Sell |
3,066
-66
| -2% | -$2.14K | 0.05% | 230 |
|
|
2016
Q3 | $126K | Buy |
3,132
+732
| +31% | +$27.6K | 0.07% | 184 |
|
|
2016
Q2 | $80K | Sell |
2,400
-774
| -24% | -$26.5K | 0.04% | 234 |
|
|
2016
Q1 | $93K | Buy |
3,174
+174
| +6% | +$4.8K | 0.05% | 214 |
|
|
2015
Q4 | $79K | Hold |
3,000
| – | – | 0.04% | 239 |
|
|
2015
Q3 | $71K | Buy |
3,000
+600
| +25% | +$14.5K | 0.04% | 234 |
|
|
2015
Q2 | $57K | Hold |
2,400
| – | – | 0.03% | 267 |
|
|
2015
Q1 | $57K | Hold |
2,400
| – | – | 0.04% | 226 |
|
|
2014
Q4 | $51K | Hold |
2,400
| – | – | 0.03% | 247 |
|
|
2014
Q3 | $41K | Hold |
2,400
| – | – | 0.03% | 250 |
|
|
2014
Q2 | $34K | Hold |
2,400
| – | – | 0.02% | 281 |
|
|
2014
Q1 | $30K | Sell |
2,400
-30
| -1% | -$346 | 0.02% | 281 |
|
|
2013
Q4 | $27K | Hold |
2,430
| – | – | 0.02% | 317 |
|
|
2013
Q3 | $28K | Hold |
2,430
| – | – | 0.02% | 256 |
|
|
2013
Q2 | $27K | Buy |
+2,430
| New | +$28.8K | 0.02% | 273 |
|
Other funds holding EW
