Arlington Financial Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,725
| Closed | -$562K | – | 78 |
|
|
2024
Q1 | $562K | Hold |
1,725
| – | – | 0.12% | 54 |
|
|
2023
Q4 | $329K | Buy |
+1,725
| New | +$329K | 0.1% | 70 |
|
|
2023
Q3 | – | Sell |
-1,001
| Closed | -$286K | – | 63 |
|
|
2023
Q2 | $286K | Hold |
1,001
| – | – | 0.1% | 51 |
|
|
2023
Q1 | $217K | Hold |
1,001
| – | – | 0.08% | 56 |
|
|
2022
Q4 | $206K | Buy |
1,001
+1
| +0.1% | +$206 | 0.09% | 61 |
|
|
2022
Q3 | $278K | Buy |
+1,000
| New | +$278K | 0.14% | 45 |
|
|
2022
Q2 | – | Sell |
-1,000
| Closed | -$207K | – | 54 |
|
|
2022
Q1 | $207K | Sell |
1,000
-500
| -33% | -$104K | 0.08% | 51 |
|
|
2021
Q4 | $267K | Hold |
1,500
| – | – | 0.09% | 65 |
|
|
2021
Q3 | $309K | Hold |
1,500
| – | – | 0.12% | 51 |
|
|
2021
Q2 | $285K | Buy |
+1,500
| New | +$285K | 0.11% | 53 |
|