Trifecta Capital 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 |
-200
| Closed | -$65.1K | – | 433 |
|
2024
Q1 | $65.1K | Hold |
200
| – | – | 0.02% | 129 |
|
2023
Q4 | $38.1K | Hold |
200
| – | – | 0.01% | 145 |
|
2023
Q3 | $39.8K | Hold |
200
| – | – | 0.01% | 147 |
|
2023
Q2 | $57.1K | Hold |
200
| – | – | 0.02% | 135 |
|
2023
Q1 | $43.4K | Hold |
200
| – | – | 0.02% | 146 |
|
2022
Q4 | $41.1K | Buy |
+200
| New | +$41.1K | 0.02% | 134 |
|