Steward Partners Investment Advisory’s Wave Life Sciences WVE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.8K | Buy |
1,200
+150
| +14% | +$975 | ﹤0.01% | 3321 |
|
|
2025
Q1 | $8.48K | Sell |
1,050
-150
| -13% | -$1.21K | ﹤0.01% | 3165 |
|
|
2024
Q4 | $14.8K | Hold |
1,200
| – | – | ﹤0.01% | 2922 |
|
|
2024
Q3 | $9.84K | Hold |
1,200
| – | – | ﹤0.01% | 2952 |
|
|
2024
Q2 | $5.99K | Hold |
1,200
| – | – | ﹤0.01% | 2987 |
|
|
2024
Q1 | $7.4K | Hold |
1,200
| – | – | ﹤0.01% | 2919 |
|
|
2023
Q4 | $6.06K | Hold |
1,200
| – | – | ﹤0.01% | 2892 |
|
|
2023
Q3 | $6.9K | Hold |
1,200
| – | – | ﹤0.01% | 2712 |
|
|
2023
Q2 | $4.37K | Hold |
1,200
| – | – | ﹤0.01% | 2828 |
|
|
2023
Q1 | $5.2K | Hold |
1,200
| – | – | ﹤0.01% | 2781 |
|
|
2022
Q4 | $8.4K | Hold |
1,200
| – | – | ﹤0.01% | 2593 |
|
|
2022
Q3 | $4K | Hold |
1,200
| – | – | ﹤0.01% | 2886 |
|
|
2022
Q2 | $4K | Hold |
1,200
| – | – | ﹤0.01% | 2875 |
|
|
2022
Q1 | $2K | Hold |
1,200
| – | – | ﹤0.01% | 3123 |
|
|
2021
Q4 | $4K | Sell |
1,200
-5,400
| -82% | -$18K | ﹤0.01% | 2914 |
|
|
2021
Q3 | $32K | Hold |
6,600
| – | – | ﹤0.01% | 2107 |
|
|
2021
Q2 | $44K | Hold |
6,600
| – | – | ﹤0.01% | 3625 |
|
|
2021
Q1 | $37K | Hold |
6,600
| – | – | ﹤0.01% | 2145 |
|
|
2020
Q4 | $52K | Buy |
6,600
+2,000
| +43% | +$15.8K | ﹤0.01% | 1662 |
|
|
2020
Q3 | $39K | Buy |
4,600
+3,900
| +557% | +$33.1K | ﹤0.01% | 1614 |
|
|
2020
Q2 | $7K | Hold |
700
| – | – | ﹤0.01% | 2187 |
|
|
2020
Q1 | $6K | Buy |
+700
| New | +$6K | ﹤0.01% | 2047 |
|