Tiemann Investment Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-2,325
| Closed | -$215K | – | 199 |
|
|
2024
Q2 | $215K | Hold |
2,325
| – | – | 0.1% | 173 |
|
|
2024
Q1 | $222K | Buy |
+2,325
| New | +$222K | 0.1% | 178 |
|
|
2023
Q3 | – | Sell |
-2,125
| Closed | -$200K | – | 185 |
|
|
2023
Q2 | $200K | Buy |
+2,125
| New | +$200K | 0.1% | 189 |
|
|
2022
Q3 | – | Sell |
-2,025
| Closed | -$193K | – | 187 |
|
|
2022
Q2 | $193K | Buy |
2,025
+50
| +3% | +$4.77K | 0.1% | 186 |
|
|
2022
Q1 | $232K | Hold |
1,975
| – | – | 0.11% | 183 |
|
|
2021
Q4 | $256K | Hold |
1,975
| – | – | 0.11% | 181 |
|
|
2021
Q3 | $224K | Sell |
1,975
-220
| -10% | -$25K | 0.11% | 188 |
|
|
2021
Q2 | $227K | Buy |
+2,195
| New | +$227K | 0.11% | 193 |
|
|
2021
Q1 | – | Sell |
-2,315
| Closed | -$211K | – | 208 |
|
|
2020
Q4 | $211K | Sell |
2,315
-250
| -10% | -$22.8K | 0.11% | 191 |
|
|
2020
Q3 | $205K | Buy |
+2,565
| New | +$205K | 0.13% | 174 |
|