Beacon Investment Advisory Services’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 |
-2,683
| Closed | -$874K | – | 276 |
|
|
2024
Q1 | $874K | Sell |
2,683
-94
| -3% | -$30.6K | 0.04% | 143 |
|
|
2023
Q4 | $529K | Sell |
2,777
-116
| -4% | -$22.1K | 0.02% | 175 |
|
|
2023
Q3 | $576K | Buy |
2,893
+791
| +38% | +$157K | 0.03% | 181 |
|
|
2023
Q2 | $600K | Sell |
2,102
-157
| -7% | -$44.8K | 0.03% | 183 |
|
|
2023
Q1 | $490K | Buy |
+2,259
| New | +$490K | 0.02% | 188 |
|