Transamerica Financial Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-1
| Closed | -$1K | – | 262 |
|
|
2020
Q2 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 375 |
|
|
2016
Q2 | – | Sell |
-11,124
| Closed | -$328K | – | 486 |
|
|
2016
Q1 | $328K | Buy |
11,124
+7,548
| +211% | +$223K | 0.03% | 264 |
|
|
2015
Q4 | $95K | Hold |
3,576
| – | – | 0.01% | 346 |
|
|
2015
Q3 | $85K | Sell |
3,576
-24
| -0.7% | -$570 | 0.01% | 335 |
|
|
2015
Q2 | $86K | Sell |
3,600
-17,220
| -83% | -$411K | 0.01% | 396 |
|
|
2015
Q1 | $495K | Sell |
20,820
-144
| -0.7% | -$3.42K | 0.03% | 230 |
|
|
2014
Q4 | $446K | Buy |
20,964
+20,952
| +174,600% | +$446K | 0.04% | 195 |
|
|
2014
Q3 | $1K | Hold |
12
| – | – | ﹤0.01% | 606 |
|
|
2014
Q2 | $1K | Sell |
12
-32,652
| -100% | -$2.72M | ﹤0.01% | 613 |
|
|
2014
Q1 | $404K | Buy |
+32,664
| New | +$404K | 0.04% | 179 |
|