WFG Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-7,740
| Closed | -$243K | – | 1577 |
|
|
2017
Q1 | $243K | Buy |
7,740
+300
| +4% | +$9.42K | 0.06% | 295 |
|
|
2016
Q4 | $232K | Buy |
7,440
+414
| +6% | +$12.9K | 0.06% | 340 |
|
|
2016
Q3 | $282K | Buy |
7,026
+150
| +2% | +$6.02K | 0.07% | 282 |
|
|
2016
Q2 | $229K | Buy |
6,876
+1,440
| +26% | +$48K | 0.06% | 296 |
|
|
2016
Q1 | $160K | Hold |
5,436
| – | – | 0.05% | 355 |
|
|
2015
Q4 | $143K | Hold |
5,436
| – | – | 0.04% | 378 |
|
|
2015
Q3 | $129K | Sell |
5,436
-300
| -5% | -$7.12K | 0.04% | 398 |
|
|
2015
Q2 | $136K | Hold |
5,736
| – | – | 0.04% | 453 |
|
|
2015
Q1 | $136K | Sell |
5,736
-1,440
| -20% | -$34.1K | 0.04% | 446 |
|
|
2014
Q4 | $152K | Hold |
7,176
| – | – | 0.03% | 516 |
|
|
2014
Q3 | $122K | Hold |
7,176
| – | – | 0.02% | 593 |
|
|
2014
Q2 | $103K | Hold |
7,176
| – | – | 0.02% | 653 |
|
|
2014
Q1 | $89K | Buy |
+7,176
| New | +$89K | 0.02% | 680 |
|
|
2013
Q4 | – | Sell |
-6,276
| Closed | -$73K | – | 2242 |
|
|
2013
Q3 | $73K | Hold |
6,276
| – | – | 0.01% | 795 |
|
|
2013
Q2 | $70K | Buy |
+6,276
| New | +$70K | 0.01% | 767 |
|