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BMS Financial Advisors’s Shopify SHOP Stock Holding History

BMS Financial Advisors’s Portfolio SHOP Stock Details SHOP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-468
Closed -$316K – 109
2022
Q1 		$316K Sell
468
-84
-15% -$56.7K 0.2% 88
2021
Q4 		$760K Buy
+552
New +$760K 0.48% 36