Veritable’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-13,465
| Closed | -$1.27M | – | 275 |
|
|
2023
Q2 | $1.27M | Sell |
13,465
-1,812
| -12% | -$157K | 0.02% | 322 |
|
|
2023
Q1 | $1.26M | Buy |
15,277
+1,550
| +11% | +$122K | 0.02% | 313 |
|
|
2022
Q4 | $1.02M | Sell |
13,727
-376
| -3% | -$29K | 0.02% | 355 |
|
|
2022
Q3 | $1.17M | Sell |
14,103
-407
| -3% | -$39.2K | 0.02% | 306 |
|
|
2022
Q2 | $1.38M | Sell |
14,510
-1,074
| -7% | -$111K | 0.02% | 301 |
|
|
2022
Q1 | $1.83M | Buy |
15,584
+316
| +2% | +$35.5K | 0.03% | 273 |
|
|
2021
Q4 | $1.98M | Buy |
15,268
+216
| +1% | +$25.2K | 0.03% | 261 |
|
|
2021
Q3 | $1.7M | Buy |
15,052
+48
| +0.3% | +$5.48K | 0.03% | 266 |
|
|
2021
Q2 | $1.55M | Buy |
15,004
+244
| +2% | +$23K | 0.03% | 292 |
|
|
2021
Q1 | $1.24M | Sell |
14,760
-1,648
| -10% | -$139K | 0.02% | 309 |
|
|
2020
Q4 | $1.5M | Sell |
16,408
-657
| -4% | -$54.5K | 0.03% | 260 |
|
|
2020
Q3 | $1.36M | Buy |
17,065
+1
| +0% | +$78 | 0.03% | 258 |
|
|
2020
Q2 | $1.18M | Sell |
17,064
-2,082
| -11% | -$148K | 0.03% | 273 |
|
|
2020
Q1 | $1.2M | Sell |
19,146
-2,409
| -11% | -$174K | 0.03% | 267 |
|
|
2019
Q4 | $1.68M | Buy |
21,555
+1,893
| +10% | +$148K | 0.03% | 255 |
|
|
2019
Q3 | $1.44M | Buy |
19,662
+2,901
| +17% | +$204K | 0.03% | 269 |
|
|
2019
Q2 | $1.03M | Sell |
16,761
-78
| -0.5% | -$4.72K | 0.02% | 340 |
|
|
2019
Q1 | $1.07M | Buy |
16,839
+543
| +3% | +$31K | 0.02% | 325 |
|
|
2018
Q4 | $832K | Sell |
16,296
-927
| -5% | -$46.9K | 0.02% | 349 |
|
|
2018
Q3 | $1M | Sell |
17,223
-2,709
| -14% | -$132K | 0.02% | 344 |
|
|
2018
Q2 | $967K | Sell |
19,932
-2,208
| -10% | -$103K | 0.02% | 348 |
|
|
2018
Q1 | $1.03M | Sell |
22,140
-2,031
| -8% | -$88.2K | 0.02% | 327 |
|
|
2017
Q4 | $908K | Buy |
24,171
+5,520
| +30% | +$203K | 0.02% | 358 |
|
|
2017
Q3 | $680K | Sell |
18,651
-81
| -0.4% | -$3.09K | 0.02% | 428 |
|
|
2017
Q2 | $738K | Buy |
18,732
+213
| +1% | +$7.78K | 0.02% | 416 |
|
|
2017
Q1 | $581K | Sell |
18,519
-753
| -4% | -$23.6K | 0.01% | 453 |
|
|
2016
Q4 | $602K | Sell |
19,272
-5,823
| -23% | -$189K | 0.01% | 428 |
|
|
2016
Q3 | $1.01M | Buy |
25,095
+2,805
| +13% | +$106K | 0.03% | 314 |
|
|
2016
Q2 | $741K | Buy |
22,290
+750
| +3% | +$25.7K | 0.02% | 358 |
|
|
2016
Q1 | $633K | Buy |
21,540
+7,839
| +57% | +$216K | 0.02% | 381 |
|
|
2015
Q4 | $361K | Sell |
13,701
-261
| -2% | -$6.78K | 0.01% | 551 |
|
|
2015
Q3 | $331K | Buy |
13,962
+558
| +4% | +$13.5K | 0.01% | 546 |
|
|
2015
Q2 | $318K | Sell |
13,404
-10,110
| -43% | -$228K | 0.01% | 590 |
|
|
2015
Q1 | $558K | Buy |
23,514
+10,062
| +75% | +$226K | 0.01% | 571 |
|
|
2014
Q4 | $286K | Buy |
13,452
+30
| +0.2% | +$603 | 0.01% | 763 |
|
|
2014
Q3 | $229K | Sell |
13,422
-2,334
| -15% | -$36.8K | ﹤0.01% | 859 |
|
|
2014
Q2 | $225K | Sell |
15,756
-9,438
| -37% | -$128K | ﹤0.01% | 850 |
|
|
2014
Q1 | $311K | Buy |
25,194
+5,760
| +30% | +$66.5K | 0.01% | 717 |
|
|
2013
Q4 | $213K | Sell |
19,434
-3,774
| -16% | -$42.5K | ﹤0.01% | 822 |
|
|
2013
Q3 | $269K | Buy |
23,208
+2,616
| +13% | +$30.6K | 0.01% | 764 |
|
|
2013
Q2 | $231K | Buy |
+20,592
| New | +$244K | 0.01% | 819 |
|
Other funds holding EW
