BRWM
B. Riley Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $16.7K | Buy |
33,980
+31,093
| +1,077% | +$15.3K | 0.02% | 114 |
|
|
2022
Q1 | $1.95M | Buy |
2,887
+323
| +13% | +$218K | 0.15% | 139 |
|
|
2021
Q4 | $3.53M | Sell |
2,564
-125
| -5% | -$172K | 0.24% | 95 |
|
|
2021
Q3 | $3.65M | Buy |
2,689
+7
| +0.3% | +$9.49K | 0.28% | 83 |
|
|
2021
Q2 | $3.92M | Sell |
2,682
-477
| -15% | -$697K | 0.43% | 59 |
|
|
2021
Q1 | $3.5M | Sell |
3,159
-94
| -3% | -$104K | 0.41% | 63 |
|
|
2020
Q4 | $3.68M | Sell |
3,253
-469
| -13% | -$531K | 0.48% | 53 |
|
|
2020
Q3 | $3.81M | Buy |
3,722
+1,908
| +105% | +$1.95M | 0.45% | 59 |
|
|
2020
Q2 | $1.72M | Sell |
1,814
-1
| -0.1% | -$949 | 0.19% | 115 |
|
|
2020
Q1 | $757K | Buy |
1,815
+826
| +84% | +$345K | 0.08% | 212 |
|
|
2019
Q4 | $393K | Buy |
989
+25
| +3% | +$9.93K | 0.06% | 244 |
|
|
2019
Q3 | $300K | Sell |
964
-1,676
| -63% | -$522K | 0.05% | 272 |
|
|
2019
Q2 | $792 | Sell |
2,640
-1,257
| -32% | -$377 | 0.12% | 159 |
|
|
2019
Q1 | $805K | Buy |
3,897
+688
| +21% | +$142K | 0.14% | 156 |
|
|
2018
Q4 | $444K | Buy |
3,209
+784
| +32% | +$108K | 0.09% | 193 |
|
|
2018
Q3 | $399K | Buy |
+2,425
| New | +$399K | 0.1% | 176 |
|
|
2016
Q1 | – | Sell |
-19,100
| Closed | -$492K | – | 159 |
|
|
2015
Q4 | $492K | Sell |
19,100
-1,400
| -7% | -$36.1K | 0.63% | 45 |
|
|
2015
Q3 | $721K | Buy |
+20,500
| New | +$721K | 1.02% | 21 |
|