Creative Planning’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 |
-2,148
| Closed | -$699K | – | 3107 |
|
|
2024
Q1 | $699K | Buy |
2,148
+244
| +13% | +$79.5K | ﹤0.01% | 1592 |
|
|
2023
Q4 | $363K | Sell |
1,904
-602
| -24% | -$115K | ﹤0.01% | 1946 |
|
|
2023
Q3 | $499K | Sell |
2,506
-473
| -16% | -$94.2K | ﹤0.01% | 1575 |
|
|
2023
Q2 | $850K | Buy |
2,979
+991
| +50% | +$283K | ﹤0.01% | 1210 |
|
|
2023
Q1 | $431K | Buy |
1,988
+726
| +58% | +$157K | ﹤0.01% | 1558 |
|
|
2022
Q4 | $259K | Sell |
1,262
-124
| -9% | -$25.5K | ﹤0.01% | 1814 |
|
|
2022
Q3 | $385K | Buy |
+1,386
| New | +$385K | ﹤0.01% | 1485 |
|