DWM
SWAV
Dakota Wealth Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-10,382
| Closed | -$3.38M | – | 761 |
|
|
2024
Q1 | $3.38M | Buy |
+10,382
| New | +$3.38M | 0.08% | 201 |
|
|
2023
Q4 | – | Sell |
-1,602
| Closed | -$319K | – | 711 |
|
|
2023
Q3 | $319K | Sell |
1,602
-1,308
| -45% | -$260K | 0.01% | 475 |
|
|
2023
Q2 | $831K | Buy |
2,910
+1,429
| +96% | +$408K | 0.04% | 281 |
|
|
2023
Q1 | $321K | Sell |
1,481
-1,169
| -44% | -$253K | 0.02% | 451 |
|
|
2022
Q4 | $545K | Buy |
2,650
+466
| +21% | +$95.8K | 0.04% | 333 |
|
|
2022
Q3 | $608K | Buy |
+2,184
| New | +$608K | 0.05% | 301 |
|