Zeke Capital Advisors’s Edwards Lifesciences EW Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | $476K | Buy |
6,377
+1,023
| +19% | +$76.3K | 0.03% | 246 |
|
2022
Q3 | $442K | Sell |
5,354
-11
| -0.2% | -$908 | 0.03% | 226 |
|
2022
Q2 | $510K | Sell |
5,365
-26
| -0.5% | -$2.47K | 0.03% | 213 |
|
2022
Q1 | $634K | Buy |
+5,391
| New | +$634K | 0.03% | 190 |
|
2020
Q1 | – | Sell |
-4,863
| Closed | -$378K | – | 334 |
|
2019
Q4 | $378K | Sell |
4,863
-4,074
| -46% | -$317K | 0.03% | 430 |
|
2019
Q3 | $655K | Sell |
8,937
-1,122
| -11% | -$82.2K | 0.06% | 299 |
|
2019
Q2 | $619K | Sell |
10,059
-1,050
| -9% | -$64.6K | 0.06% | 305 |
|
2019
Q1 | $708K | Sell |
11,109
-1,467
| -12% | -$93.5K | 0.07% | 275 |
|
2018
Q4 | $642K | Sell |
12,576
-618
| -5% | -$31.5K | 0.06% | 288 |
|
2018
Q3 | $766K | Hold |
13,194
| – | – | 0.06% | 298 |
|
2018
Q2 | $640K | Hold |
13,194
| – | – | 0.06% | 254 |
|
2018
Q1 | $614K | Buy |
13,194
+7,548
| +134% | +$351K | 0.06% | 290 |
|
2017
Q4 | $212K | Sell |
5,646
-1,377
| -20% | -$51.7K | 0.02% | 492 |
|
2017
Q3 | $256K | Buy |
+7,023
| New | +$256K | 0.04% | 359 |
|