Geneos Wealth 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 |
-6,228
| Closed | -$2.03M | – | 2196 |
|
|
2024
Q1 | $2.03M | Buy |
6,228
+2,696
| +76% | +$878K | 0.09% | 250 |
|
|
2023
Q4 | $673K | Buy |
3,532
+2,662
| +306% | +$507K | 0.03% | 411 |
|
|
2023
Q3 | $173K | Buy |
+870
| New | +$173K | 0.01% | 716 |
|
|
2021
Q2 | – | Sell |
-27
| Closed | -$4K | – | 3165 |
|
|
2021
Q1 | $4K | Buy |
+27
| New | +$4K | ﹤0.01% | 2757 |
|
|
2020
Q2 | – | Sell |
-650
| Closed | -$21K | – | 2640 |
|
|
2020
Q1 | $21K | Buy |
+650
| New | +$21K | ﹤0.01% | 1501 |
|