Bartlett & Co Wealth Management’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 |
-700
| Closed | -$228K | – | 1179 |
|
|
2024
Q1 | $228K | Hold |
700
| – | – | ﹤0.01% | 438 |
|
|
2023
Q4 | $134K | Hold |
700
| – | – | ﹤0.01% | 535 |
|
|
2023
Q3 | $139K | Sell |
700
-12
| -2% | -$2.39K | ﹤0.01% | 495 |
|
|
2023
Q2 | $203K | Hold |
712
| – | – | ﹤0.01% | 451 |
|
|
2023
Q1 | $154K | Buy |
712
+100
| +16% | +$21.7K | ﹤0.01% | 411 |
|
|
2022
Q4 | $126K | Hold |
612
| – | – | ﹤0.01% | 441 |
|
|
2022
Q3 | $170K | Hold |
612
| – | – | ﹤0.01% | 395 |
|
|
2022
Q2 | $117K | Buy |
612
+12
| +2% | +$2.29K | ﹤0.01% | 441 |
|
|
2022
Q1 | $124K | Buy |
+600
| New | +$124K | ﹤0.01% | 449 |
|
|
2021
Q4 | – | Sell |
-500
| Closed | -$103K | – | 922 |
|
|
2021
Q3 | $103K | Sell |
500
-100
| -17% | -$20.6K | ﹤0.01% | 410 |
|
|
2021
Q2 | $114K | Sell |
600
-600
| -50% | -$114K | ﹤0.01% | 392 |
|
|
2021
Q1 | $156K | Hold |
1,200
| – | – | ﹤0.01% | 348 |
|
|
2020
Q4 | $124K | Hold |
1,200
| – | – | ﹤0.01% | 381 |
|
|
2020
Q3 | $91K | Buy |
+1,200
| New | +$91K | ﹤0.01% | 396 |
|