EP Wealth Advisors’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-2,121
Closed -$404K 876
2023
Q4
$404K Sell
2,121
-1
-0% -$191 0.01% 542
2023
Q3
$422K Buy
+2,122
New +$422K 0.01% 488