Wintrust Investments’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $176K | Buy |
2,384
+177
| +8% | +$13.1K | 0.15% | 110 |
|
|
2024
Q3 | $145K | Sell |
2,207
-1,212
| -35% | -$79.6K | 0.11% | 164 |
|
|
2024
Q2 | $316K | Buy |
3,419
+170
| +5% | +$15.7K | 0.03% | 367 |
|
|
2024
Q1 | $310K | Sell |
3,249
-14,730
| -82% | -$1.41M | 0.03% | 365 |
|
|
2023
Q4 | $1.37M | Buy |
17,979
+2,487
| +16% | +$190K | 0.13% | 151 |
|
|
2023
Q3 | $1.07M | Buy |
15,492
+3,722
| +32% | +$258K | 0.11% | 161 |
|
|
2023
Q2 | $1.11M | Buy |
11,770
+735
| +7% | +$69.3K | 0.11% | 159 |
|
|
2023
Q1 | $913K | Buy |
11,035
+2,700
| +32% | +$223K | 0.12% | 141 |
|
|
2022
Q4 | $622K | Buy |
+8,335
| New | +$622K | 0.08% | 186 |
|
|
2022
Q2 | – | Sell |
-5,215
| Closed | -$614K | – | 389 |
|
|
2022
Q1 | $614K | Sell |
5,215
-950
| -15% | -$112K | 0.06% | 226 |
|
|
2021
Q4 | $799K | Sell |
6,165
-2,540
| -29% | -$329K | 0.08% | 199 |
|
|
2021
Q3 | $942K | Sell |
8,705
-195
| -2% | -$21.1K | 0.13% | 125 |
|
|
2021
Q2 | $900K | Buy |
8,900
+765
| +9% | +$77.4K | 0.09% | 173 |
|
|
2021
Q1 | $686K | Buy |
+8,135
| New | +$686K | 0.07% | 218 |
|
|
2020
Q4 | – | Sell |
-4,284
| Closed | -$342K | – | 236 |
|
|
2020
Q3 | $342K | Buy |
4,284
+329
| +8% | +$26.3K | 0.05% | 249 |
|
|
2020
Q2 | $273K | Sell |
3,955
-245
| -6% | -$16.9K | 0.04% | 279 |
|
|
2020
Q1 | $264K | Buy |
4,200
+1,170
| +39% | +$73.5K | 0.04% | 257 |
|
|
2019
Q4 | $236K | Sell |
3,030
-1,950
| -39% | -$152K | 0.03% | 323 |
|
|
2019
Q3 | $365K | Buy |
4,980
+888
| +22% | +$65.1K | 0.05% | 254 |
|
|
2019
Q2 | $252K | Hold |
4,092
| – | – | 0.04% | 316 |
|
|
2019
Q1 | $261K | Sell |
4,092
-150
| -4% | -$9.57K | 0.04% | 291 |
|
|
2018
Q4 | $217K | Sell |
4,242
-738
| -15% | -$37.8K | 0.04% | 300 |
|
|
2018
Q3 | $289K | Sell |
4,980
-45
| -0.9% | -$2.61K | 0.05% | 290 |
|
|
2018
Q2 | $244K | Sell |
5,025
-1,740
| -26% | -$84.5K | 0.04% | 308 |
|
|
2018
Q1 | $315K | Hold |
6,765
| – | – | 0.08% | 192 |
|
|
2017
Q4 | $254K | Hold |
6,765
| – | – | 0.06% | 248 |
|
|
2017
Q3 | $246K | Sell |
6,765
-225
| -3% | -$8.18K | 0.06% | 242 |
|
|
2017
Q2 | $275K | Sell |
6,990
-300
| -4% | -$11.8K | 0.07% | 241 |
|
|
2017
Q1 | $229K | Buy |
+7,290
| New | +$229K | 0.07% | 262 |
|
|
2016
Q4 | – | Sell |
-5,490
| Closed | -$221K | – | 215 |
|
|
2016
Q3 | $221K | Buy |
+5,490
| New | +$221K | 0.1% | 175 |
|