Valeo Financial 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 |
-928
| Closed | -$305K | – | 689 |
|
|
2024
Q1 | $305K | Sell |
928
-600
| -39% | -$197K | 0.01% | 497 |
|
|
2023
Q4 | $291K | Buy |
+1,528
| New | +$291K | 0.01% | 498 |
|
|
2023
Q3 | – | Sell |
-793
| Closed | -$226K | – | 651 |
|
|
2023
Q2 | $226K | Sell |
793
-174
| -18% | -$49.7K | 0.01% | 505 |
|
|
2023
Q1 | $210K | Buy |
+967
| New | +$210K | 0.01% | 542 |
|
|
2021
Q2 | – | Sell |
-20
| Closed | -$3K | – | 1832 |
|
|
2021
Q1 | $3K | Sell |
20
-2
| -9% | -$300 | ﹤0.01% | 1652 |
|
|
2020
Q4 | $2K | Hold |
22
| – | – | ﹤0.01% | 1521 |
|
|
2020
Q3 | $2K | Sell |
22
-1,304
| -98% | -$119K | ﹤0.01% | 1395 |
|
|
2020
Q2 | $63K | Buy |
1,326
+746
| +129% | +$35.4K | 0.01% | 618 |
|
|
2020
Q1 | $21K | Buy |
580
+556
| +2,317% | +$20.1K | ﹤0.01% | 857 |
|
|
2019
Q4 | $1K | Sell |
24
-500
| -95% | -$20.8K | ﹤0.01% | 1575 |
|
|
2019
Q3 | $16K | Buy |
524
+500
| +2,083% | +$15.3K | ﹤0.01% | 901 |
|
|
2019
Q2 | $1K | Buy |
+24
| New | +$1K | ﹤0.01% | 1504 |
|