Telemus Capital’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q4 | $600K | Sell |
7,872
-5,897
| -43% | -$450K | 0.05% | 215 |
|
2023
Q3 | $954K | Buy |
13,769
+49
| +0.4% | +$3.4K | 0.09% | 157 |
|
2023
Q2 | $1.29M | Buy |
13,720
+2,618
| +24% | +$247K | 0.11% | 142 |
|
2023
Q1 | $918K | Buy |
11,102
+2,201
| +25% | +$182K | 0.08% | 170 |
|
2022
Q4 | $685K | Buy |
8,901
+124
| +1% | +$9.55K | 0.06% | 203 |
|
2022
Q3 | $725K | Sell |
8,777
-491
| -5% | -$40.6K | 0.07% | 182 |
|
2022
Q2 | $881K | Buy |
9,268
+392
| +4% | +$37.3K | 0.09% | 183 |
|
2022
Q1 | $1.05M | Buy |
8,876
+2,876
| +48% | +$339K | 0.09% | 168 |
|
2021
Q4 | $777K | Sell |
6,000
-500
| -8% | -$64.8K | 0.06% | 204 |
|
2021
Q3 | $736K | Buy |
+6,500
| New | +$736K | 0.06% | 201 |
|
2020
Q4 | – | Sell |
-16,000
| Closed | -$1.37M | – | 401 |
|
2020
Q3 | $1.37M | Sell |
16,000
-5,000
| -24% | -$427K | 0.1% | 163 |
|
2020
Q2 | $1.42M | Hold |
21,000
| – | – | 0.11% | 145 |
|
2020
Q1 | $527K | Hold |
21,000
| – | – | 0.04% | 243 |
|
2019
Q4 | $1.63M | Hold |
21,000
| – | – | 0.13% | 137 |
|
2019
Q3 | $1.54M | Hold |
21,000
| – | – | 0.12% | 133 |
|
2019
Q2 | $1.47M | Hold |
21,000
| – | – | 0.13% | 130 |
|
2019
Q1 | $1.34M | Hold |
21,000
| – | – | 0.1% | 153 |
|
2018
Q4 | $1.07M | Sell |
21,000
-10,200
| -33% | -$521K | 0.09% | 172 |
|
2018
Q3 | $1.81M | Sell |
31,200
-600
| -2% | -$34.8K | 0.14% | 129 |
|
2018
Q2 | $1.54M | Buy |
31,800
+10,200
| +47% | +$495K | 0.12% | 148 |
|
2018
Q1 | $1.01M | Sell |
21,600
-423
| -2% | -$19.7K | 0.08% | 197 |
|
2017
Q4 | $827K | Buy |
22,023
+285
| +1% | +$10.7K | 0.06% | 223 |
|
2017
Q3 | $792K | Sell |
21,738
-351
| -2% | -$12.8K | 0.09% | 159 |
|
2017
Q2 | $871K | Sell |
22,089
-21,000
| -49% | -$828K | 0.09% | 162 |
|
2017
Q1 | $1.35M | Sell |
43,089
-2,418
| -5% | -$75.8K | 0.14% | 115 |
|
2016
Q4 | $1.42M | Sell |
45,507
-5,493
| -11% | -$172K | 0.19% | 98 |
|
2016
Q3 | $2.05M | Buy |
51,000
+12,000
| +31% | +$482K | 0.23% | 87 |
|
2016
Q2 | $1.3M | Buy |
39,000
+6,000
| +18% | +$199K | 0.16% | 119 |
|
2016
Q1 | $970K | Buy |
+33,000
| New | +$970K | 0.16% | 122 |
|