Valley National Advisers’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Sell |
20
-1
| -5% | -$50 | ﹤0.01% | 769 |
|
|
2025
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 763 |
|
|
2024
Q3 | – | Sell |
-3,760
| Closed | -$347K | – | 874 |
|
|
2024
Q2 | $347K | Buy |
3,760
+1,083
| +40% | +$99.9K | 0.05% | 190 |
|
|
2024
Q1 | $255K | Buy |
2,677
+152
| +6% | +$14.5K | 0.04% | 222 |
|
|
2023
Q4 | $192K | Buy |
2,525
+305
| +14% | +$23.2K | 0.03% | 237 |
|
|
2023
Q3 | $154K | Buy |
2,220
+20
| +0.9% | +$1.39K | 0.03% | 260 |
|
|
2023
Q2 | $208K | Buy |
2,200
+1,038
| +89% | +$98.1K | 0.04% | 236 |
|
|
2023
Q1 | $103K | Buy |
1,162
+13
| +1% | +$1.15K | 0.02% | 293 |
|
|
2022
Q4 | $89K | Sell |
1,149
-36
| -3% | -$2.79K | 0.02% | 316 |
|
|
2022
Q3 | $102K | Hold |
1,185
| – | – | 0.02% | 294 |
|
|
2022
Q2 | $117K | Buy |
1,185
+875
| +282% | +$86.4K | 0.02% | 267 |
|
|
2022
Q1 | $36K | Hold |
310
| – | – | 0.01% | 432 |
|
|
2021
Q4 | $40K | Hold |
310
| – | – | 0.01% | 398 |
|
|
2021
Q3 | $35K | Sell |
310
-26
| -8% | -$2.94K | 0.01% | 388 |
|
|
2021
Q2 | $35K | Hold |
336
| – | – | 0.01% | 390 |
|
|
2021
Q1 | $28K | Sell |
336
-300
| -47% | -$25K | 0.01% | 401 |
|
|
2020
Q4 | $58K | Hold |
636
| – | – | 0.01% | 307 |
|
|
2020
Q3 | $51K | Hold |
636
| – | – | 0.01% | 286 |
|
|
2020
Q2 | $44K | Sell |
636
-2,373
| -79% | -$164K | 0.01% | 304 |
|
|
2020
Q1 | $189K | Buy |
3,009
+219
| +8% | +$13.8K | 0.05% | 175 |
|
|
2019
Q4 | $217K | Buy |
2,790
+600
| +27% | +$46.7K | 0.05% | 190 |
|
|
2019
Q3 | $161K | Hold |
2,190
| – | – | 0.04% | 202 |
|
|
2019
Q2 | $135K | Sell |
2,190
-1,101
| -33% | -$67.9K | 0.04% | 212 |
|
|
2019
Q1 | $210K | Buy |
+3,291
| New | +$210K | 0.06% | 168 |
|