Independent Advisor Alliance’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 |
-2,679
| Closed | -$872K | – | 758 |
|
|
2024
Q1 | $872K | Sell |
2,679
-6
| -0.2% | -$1.95K | 0.03% | 345 |
|
|
2023
Q4 | $512K | Sell |
2,685
-154
| -5% | -$29.3K | 0.02% | 438 |
|
|
2023
Q3 | $565K | Sell |
2,839
-240
| -8% | -$47.8K | 0.03% | 390 |
|
|
2023
Q2 | $879K | Sell |
3,079
-533
| -15% | -$152K | 0.04% | 319 |
|
|
2023
Q1 | $783K | Buy |
+3,612
| New | +$783K | 0.04% | 332 |
|
|
2022
Q4 | – | Sell |
-3,748
| Closed | -$1.04M | – | 650 |
|
|
2022
Q3 | $1.04M | Sell |
3,748
-513
| -12% | -$143K | 0.06% | 259 |
|
|
2022
Q2 | $815K | Sell |
4,261
-436
| -9% | -$83.4K | 0.05% | 299 |
|
|
2022
Q1 | $974K | Sell |
4,697
-435
| -8% | -$90.2K | 0.05% | 285 |
|
|
2021
Q4 | $915K | Sell |
5,132
-76
| -1% | -$13.6K | 0.05% | 291 |
|
|
2021
Q3 | $1.07M | Sell |
5,208
-647
| -11% | -$133K | 0.06% | 256 |
|
|
2021
Q2 | $1.11M | Sell |
5,855
-20
| -0.3% | -$3.8K | 0.06% | 262 |
|
|
2021
Q1 | $765K | Sell |
5,875
-25
| -0.4% | -$3.26K | 0.05% | 295 |
|
|
2020
Q4 | $612K | Buy |
5,900
+93
| +2% | +$9.65K | 0.04% | 310 |
|
|
2020
Q3 | $440K | Buy |
+5,807
| New | +$440K | 0.03% | 320 |
|