Venture Visionary Partners’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 |
-2,239
| Closed | -$207K | – | 551 |
|
|
2024
Q2 | $207K | Buy |
+2,239
| New | +$207K | 0.01% | 521 |
|
|
2024
Q1 | – | Sell |
-2,930
| Closed | -$223K | – | 549 |
|
|
2023
Q4 | $223K | Buy |
+2,930
| New | +$223K | 0.01% | 466 |
|
|
2022
Q4 | – | Sell |
-4,913
| Closed | -$405K | – | 482 |
|
|
2022
Q3 | $405K | Sell |
4,913
-4
| -0.1% | -$330 | 0.03% | 329 |
|
|
2022
Q2 | $468K | Hold |
4,917
| – | – | 0.04% | 312 |
|
|
2022
Q1 | $578K | Buy |
4,917
+4
| +0.1% | +$470 | 0.04% | 303 |
|
|
2021
Q4 | $636K | Sell |
4,913
-27
| -0.5% | -$3.5K | 0.04% | 301 |
|
|
2021
Q3 | $559K | Hold |
4,940
| – | – | 0.04% | 302 |
|
|
2021
Q2 | $511K | Buy |
4,940
+26
| +0.5% | +$2.69K | 0.04% | 308 |
|
|
2021
Q1 | $411K | Buy |
+4,914
| New | +$411K | 0.03% | 325 |
|