JFS Wealth Advisors’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 |
-12
| Closed | -$3.91K | – | 2059 |
|
2024
Q1 | $3.91K | Hold |
12
| – | – | ﹤0.01% | 1188 |
|
2023
Q4 | $2.29K | Buy |
12
+3
| +33% | +$572 | ﹤0.01% | 1369 |
|
2023
Q3 | $1.79K | Hold |
9
| – | – | ﹤0.01% | 1400 |
|
2023
Q2 | $2.57K | Sell |
9
-1
| -10% | -$285 | ﹤0.01% | 1289 |
|
2023
Q1 | $2.17K | Sell |
10
-9
| -47% | -$1.95K | ﹤0.01% | 1329 |
|
2022
Q4 | $3.91K | Hold |
19
| – | – | ﹤0.01% | 1091 |
|
2022
Q3 | $5K | Hold |
19
| – | – | ﹤0.01% | 1027 |
|
2022
Q2 | $4K | Sell |
19
-2
| -10% | -$421 | ﹤0.01% | 1130 |
|
2022
Q1 | $4K | Buy |
+21
| New | +$4K | ﹤0.01% | 1191 |
|