West Oak Capital’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-300
| Closed | -$34K | – | 369 |
|
|
2021
Q3 | $34K | Buy |
+300
| New | +$34K | 0.01% | 207 |
|
|
2017
Q2 | – | Sell |
-654
| Closed | -$20.5K | – | 355 |
|
|
2017
Q1 | $20.5K | Buy |
654
+204
| +45% | +$6.4K | 0.01% | 242 |
|
|
2016
Q4 | $14.1K | Sell |
450
-150
| -25% | -$4.69K | 0.01% | 262 |
|
|
2016
Q3 | $24.1K | Hold |
600
| – | – | 0.02% | 230 |
|
|
2016
Q2 | $19.9K | Buy |
+600
| New | +$19.9K | 0.01% | 225 |
|