EWM
SWAV
Evermay 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-100
| Closed | -$28K | – | 600 |
|
|
2022
Q3 | $28K | Sell |
100
-56
| -36% | -$15.7K | 0.01% | 321 |
|
|
2022
Q2 | $30K | Hold |
156
| – | – | 0.01% | 316 |
|
|
2022
Q1 | $32K | Sell |
156
-52
| -25% | -$10.7K | 0.01% | 335 |
|
|
2021
Q4 | $37K | Hold |
208
| – | – | 0.01% | 308 |
|
|
2021
Q3 | $43K | Buy |
+208
| New | +$43K | 0.01% | 282 |
|