Integrated Wealth Concepts’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q2
Sell
-1,738
Closed -$566K 1726
2024
Q1
$566K Buy
1,738
+7
+0.4% +$2.28K 0.01% 999
2023
Q4
$330K Buy
1,731
+16
+0.9% +$3.05K 0.01% 1217
2023
Q3
$341K Sell
1,715
-596
-26% -$119K 0.01% 1159
2023
Q2
$660K Buy
+2,311
New +$660K 0.01% 859