Institutional & Family Asset 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-1
| Closed | -$199 | – | 755 |
|
|
2023
Q3 | $199 | Sell |
1
-3
| -75% | -$597 | ﹤0.01% | 698 |
|
|
2023
Q2 | $1.14K | Hold |
4
| – | – | ﹤0.01% | 616 |
|
|
2023
Q1 | $867 | Hold |
4
| – | – | ﹤0.01% | 640 |
|
|
2022
Q4 | $822 | Hold |
4
| – | – | ﹤0.01% | 616 |
|
|
2022
Q3 | $1K | Hold |
4
| – | – | ﹤0.01% | 689 |
|
|
2022
Q2 | $1K | Buy |
4
+1
| +33% | +$250 | ﹤0.01% | 708 |
|
|
2022
Q1 | $1K | Buy |
+3
| New | +$1K | ﹤0.01% | 744 |
|