WMA
SWAV
Wealth Management Associates’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-2,210
| Closed | -$421K | – | 222 |
|
|
2023
Q4 | $421K | Buy |
2,210
+25
| +1% | +$4.76K | 0.22% | 95 |
|
|
2023
Q3 | $435K | Buy |
2,185
+70
| +3% | +$13.9K | 0.25% | 85 |
|
|
2023
Q2 | $604K | Hold |
2,115
| – | – | 0.34% | 67 |
|
|
2023
Q1 | $459K | Hold |
2,115
| – | – | 0.28% | 83 |
|
|
2022
Q4 | $435K | Hold |
2,115
| – | – | 0.29% | 78 |
|
|
2022
Q3 | $588K | Hold |
2,115
| – | – | 0.41% | 62 |
|
|
2022
Q2 | $404K | Sell |
2,115
-15
| -0.7% | -$2.87K | 0.28% | 96 |
|
|
2022
Q1 | $442K | Buy |
2,130
+30
| +1% | +$6.22K | 0.25% | 105 |
|
|
2021
Q4 | $374K | Hold |
2,100
| – | – | 0.2% | 129 |
|
|
2021
Q3 | $432K | Hold |
2,100
| – | – | 0.25% | 104 |
|
|
2021
Q2 | $398K | Sell |
2,100
-100
| -5% | -$19K | 0.23% | 122 |
|
|
2021
Q1 | $287K | Sell |
2,200
-3,392
| -61% | -$442K | 0.18% | 134 |
|
|
2020
Q4 | $580K | Hold |
5,592
| – | – | 0.38% | 63 |
|
|
2020
Q3 | $424K | Buy |
5,592
+140
| +3% | +$10.6K | 0.33% | 71 |
|
|
2020
Q2 | $258K | Buy |
+5,452
| New | +$258K | 0.22% | 110 |
|