Wealthspire Advisors (Maryland)’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 | $490K | Sell |
6,144
-1,175
| -16% | -$93.7K | 0.02% | 274 |
|
|
2020
Q2 | $506K | Buy |
7,319
+221
| +3% | +$15.3K | 0.04% | 255 |
|
|
2020
Q1 | $446K | Buy |
7,098
+72
| +1% | +$4.52K | 0.04% | 249 |
|
|
2019
Q4 | $546K | Sell |
7,026
-108
| -2% | -$8.39K | 0.04% | 267 |
|
|
2019
Q3 | $523K | Buy |
7,134
+105
| +1% | +$7.7K | 0.04% | 253 |
|
|
2019
Q2 | $433K | Sell |
7,029
-123
| -2% | -$7.58K | 0.03% | 278 |
|
|
2019
Q1 | $456K | Buy |
7,152
+1,794
| +33% | +$114K | 0.03% | 268 |
|
|
2018
Q4 | $274K | Buy |
5,358
+537
| +11% | +$27.5K | 0.02% | 343 |
|
|
2018
Q3 | $280K | Sell |
4,821
-813
| -14% | -$47.2K | 0.02% | 378 |
|
|
2018
Q2 | $273K | Sell |
5,634
-2,952
| -34% | -$143K | 0.02% | 385 |
|
|
2018
Q1 | $399K | Sell |
8,586
-732
| -8% | -$34K | 0.04% | 295 |
|
|
2017
Q4 | $350K | Buy |
9,318
+3,645
| +64% | +$137K | 0.03% | 337 |
|
|
2017
Q3 | $207K | Buy |
5,673
+687
| +14% | +$25.1K | 0.02% | 462 |
|
|
2017
Q2 | $197K | Buy |
4,986
+2,970
| +147% | +$117K | 0.02% | 455 |
|
|
2017
Q1 | $63K | Buy |
2,016
+129
| +7% | +$4.03K | 0.01% | 740 |
|
|
2016
Q4 | $59K | Sell |
1,887
-234
| -11% | -$7.32K | 0.01% | 724 |
|
|
2016
Q3 | $85K | Buy |
2,121
+93
| +5% | +$3.73K | 0.01% | 623 |
|
|
2016
Q2 | $67K | Buy |
2,028
+510
| +34% | +$16.8K | 0.01% | 649 |
|
|
2016
Q1 | $45K | Sell |
1,518
-51
| -3% | -$1.51K | 0.01% | 728 |
|
|
2015
Q4 | $41K | Buy |
+1,569
| New | +$41K | 0.01% | 772 |
|