Cambridge Investment Research 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 |
-1,274
| Closed | -$415K | – | 3465 |
|
2024
Q1 | $415K | Buy |
1,274
+17
| +1% | +$5.54K | ﹤0.01% | 2440 |
|
2023
Q4 | $240K | Buy |
1,257
+165
| +15% | +$31.5K | ﹤0.01% | 2776 |
|
2023
Q3 | $217K | Sell |
1,092
-577
| -35% | -$115K | ﹤0.01% | 2751 |
|
2023
Q2 | $476K | Sell |
1,669
-128
| -7% | -$36.5K | ﹤0.01% | 2172 |
|
2023
Q1 | $390K | Buy |
1,797
+72
| +4% | +$15.6K | ﹤0.01% | 2272 |
|
2022
Q4 | $355K | Buy |
1,725
+20
| +1% | +$4.12K | ﹤0.01% | 2297 |
|
2022
Q3 | $474K | Buy |
1,705
+189
| +12% | +$52.5K | ﹤0.01% | 1980 |
|
2022
Q2 | $290K | Hold |
1,516
| – | – | ﹤0.01% | 2414 |
|
2022
Q1 | $314K | Buy |
1,516
+26
| +2% | +$5.39K | ﹤0.01% | 2512 |
|
2021
Q4 | $266K | Buy |
1,490
+235
| +19% | +$42K | ﹤0.01% | 2654 |
|
2021
Q3 | $258K | Buy |
1,255
+176
| +16% | +$36.2K | ﹤0.01% | 2587 |
|
2021
Q2 | $205K | Sell |
1,079
-920
| -46% | -$175K | ﹤0.01% | 2812 |
|
2021
Q1 | $260K | Buy |
+1,999
| New | +$260K | ﹤0.01% | 2391 |
|