Willingdon Wealth Management’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-36
| Closed | -$3K | – | 425 |
|
|
2019
Q3 | $3K | Buy |
+36
| New | +$3K | ﹤0.01% | 307 |
|
|
2019
Q2 | – | Sell |
-30
| Closed | -$2K | – | 324 |
|
|
2019
Q1 | $2K | Buy |
+30
| New | +$2K | ﹤0.01% | 305 |
|
|
2017
Q2 | – | Sell |
-16,068
| Closed | -$504K | – | 122 |
|
|
2017
Q1 | $504K | Sell |
16,068
-723
| -4% | -$22.7K | 0.2% | 100 |
|
|
2016
Q4 | $524K | Buy |
+16,791
| New | +$524K | 0.25% | 96 |
|
|
2016
Q2 | – | Sell |
-17,316
| Closed | -$509K | – | 119 |
|
|
2016
Q1 | $509K | Buy |
+17,316
| New | +$509K | 0.31% | 80 |
|