TA
Tiedemann Advisors’s Edwards Lifesciences EW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $349K | Hold |
5,032
| – | – | 0.01% | 205 |
|
|
2023
Q2 | $475K | Buy |
5,032
+238
| +5% | +$22.5K | 0.02% | 162 |
|
|
2023
Q1 | $397K | Hold |
4,794
| – | – | 0.02% | 174 |
|
|
2022
Q4 | $358K | Hold |
4,794
| – | – | 0.02% | 181 |
|
|
2022
Q3 | $396K | Hold |
4,794
| – | – | 0.02% | 162 |
|
|
2022
Q2 | $456K | Sell |
4,794
-277
| -5% | -$26.3K | 0.03% | 159 |
|
|
2022
Q1 | $596K | Buy |
5,071
+172
| +4% | +$20.2K | 0.03% | 176 |
|
|
2021
Q4 | $635K | Sell |
4,899
-5
| -0.1% | -$648 | 0.03% | 170 |
|
|
2021
Q3 | $556K | Sell |
4,904
-2,262
| -32% | -$256K | 0.03% | 183 |
|
|
2021
Q2 | $742K | Buy |
7,166
+1,876
| +35% | +$194K | 0.03% | 194 |
|
|
2021
Q1 | $442K | Buy |
5,290
+210
| +4% | +$17.5K | 0.02% | 223 |
|
|
2020
Q4 | $463K | Buy |
5,080
+43
| +0.9% | +$3.92K | 0.02% | 209 |
|
|
2020
Q3 | $402K | Sell |
5,037
-462
| -8% | -$36.9K | 0.02% | 240 |
|
|
2020
Q2 | $380K | Buy |
5,499
+3,662
| +199% | +$253K | 0.02% | 229 |
|
|
2020
Q1 | $346K | Buy |
1,837
+309
| +20% | +$58.2K | 0.02% | 223 |
|
|
2019
Q4 | $357K | Sell |
1,528
-494
| -24% | -$115K | 0.02% | 232 |
|
|
2019
Q3 | $444K | Buy |
2,022
+656
| +48% | +$144K | 0.02% | 228 |
|
|
2019
Q2 | $252K | Sell |
1,366
-8,240
| -86% | -$1.52M | 0.01% | 254 |
|
|
2019
Q1 | $1.84M | Buy |
9,606
+4,844
| +102% | +$927K | 0.09% | 144 |
|
|
2018
Q4 | $729K | Buy |
4,762
+3,402
| +250% | +$521K | 0.04% | 242 |
|
|
2018
Q3 | $237K | Sell |
1,360
-195
| -13% | -$34K | 0.01% | 280 |
|
|
2018
Q2 | $226K | Sell |
1,555
-2,113
| -58% | -$307K | 0.01% | 279 |
|
|
2018
Q1 | $512K | Buy |
+3,668
| New | +$512K | 0.04% | 197 |
|
|
2017
Q3 | – | Sell |
-35,799
| Closed | -$4.23M | – | 380 |
|
|
2017
Q2 | $4.23M | Buy |
35,799
+11,497
| +47% | +$1.36M | 0.31% | 63 |
|
|
2017
Q1 | $2.29M | Buy |
+24,302
| New | +$2.29M | 0.19% | 107 |
|