Financial Advocates Investment Management’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 |
-7,387
| Closed | -$2.41M | – | 807 |
|
|
2024
Q1 | $2.41M | Buy |
7,387
+499
| +7% | +$162K | 0.14% | 162 |
|
|
2023
Q4 | $1.31M | Buy |
6,888
+422
| +7% | +$80.4K | 0.09% | 236 |
|
|
2023
Q3 | $1.29M | Buy |
6,466
+16
| +0.2% | +$3.19K | 0.09% | 225 |
|
|
2023
Q2 | $1.84M | Sell |
6,450
-160
| -2% | -$45.7K | 0.13% | 176 |
|
|
2023
Q1 | $1.43M | Sell |
6,610
-746
| -10% | -$162K | 0.1% | 218 |
|
|
2022
Q4 | $1.51M | Sell |
7,356
-315
| -4% | -$64.8K | 0.11% | 207 |
|
|
2022
Q3 | $2.11M | Sell |
7,671
-97
| -1% | -$26.6K | 0.17% | 139 |
|
|
2022
Q2 | $1.49M | Sell |
7,768
-231
| -3% | -$44.2K | 0.12% | 205 |
|
|
2022
Q1 | $1.66M | Sell |
7,999
-27
| -0.3% | -$5.6K | 0.11% | 217 |
|
|
2021
Q4 | $1.43M | Sell |
8,026
-175
| -2% | -$31.2K | 0.09% | 252 |
|
|
2021
Q3 | $1.69M | Sell |
8,201
-30
| -0.4% | -$6.18K | 0.11% | 218 |
|
|
2021
Q2 | $1.56M | Sell |
8,231
-122
| -1% | -$23.2K | 0.1% | 229 |
|
|
2021
Q1 | $1.09M | Buy |
8,353
+90
| +1% | +$11.7K | 0.08% | 291 |
|
|
2020
Q4 | $857K | Sell |
8,263
-107
| -1% | -$11.1K | 0.06% | 329 |
|
|
2020
Q3 | $634K | Buy |
8,370
+175
| +2% | +$13.3K | 0.05% | 321 |
|
|
2020
Q2 | $388K | Sell |
8,195
-35
| -0.4% | -$1.66K | 0.04% | 390 |
|
|
2020
Q1 | $273K | Buy |
8,230
+350
| +4% | +$11.6K | 0.04% | 372 |
|
|
2019
Q4 | $346K | Buy |
7,880
+620
| +9% | +$27.2K | 0.04% | 370 |
|
|
2019
Q3 | $217K | Buy |
+7,260
| New | +$217K | 0.02% | 443 |
|