Venturi Wealth Management’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 |
-410
| Closed | -$134K | – | 1551 |
|
2024
Q1 | $134K | Hold |
410
| – | – | 0.01% | 388 |
|
2023
Q4 | $78.1K | Hold |
410
| – | – | 0.01% | 441 |
|
2023
Q3 | $81.6K | Buy |
+410
| New | +$81.6K | 0.01% | 420 |
|
2023
Q2 | – | Sell |
-410
| Closed | -$88.9K | – | 1312 |
|
2023
Q1 | $88.9K | Buy |
+410
| New | +$88.9K | 0.01% | 416 |
|