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