4WM
4J Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-322
| Closed | -$218K | – | 83 |
|
|
2022
Q1 | $218K | Buy |
322
+62
| +24% | +$42K | 0.19% | 72 |
|
|
2021
Q4 | $358K | Buy |
260
+6
| +2% | +$8.26K | 0.3% | 55 |
|
|
2021
Q3 | $344K | Hold |
254
| – | – | 0.3% | 55 |
|
|
2021
Q2 | $371K | Buy |
254
+2
| +0.8% | +$2.92K | 0.32% | 51 |
|
|
2021
Q1 | $279K | Buy |
252
+53
| +27% | +$58.7K | 0.26% | 63 |
|
|
2020
Q4 | $225K | Buy |
+199
| New | +$225K | 0.22% | 70 |
|