CWP
CFM Wealth Partners’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,160
| Closed | -$947K | – | 159 |
|
|
2023
Q4 | $947K | Buy |
+12,160
| New | +$947K | 0.21% | 79 |
|
|
2023
Q3 | – | Sell |
-13,074
| Closed | -$845K | – | 159 |
|
|
2023
Q2 | $845K | Hold |
13,074
| – | – | 0.21% | 84 |
|
|
2023
Q1 | $627K | Buy |
+13,074
| New | +$627K | 0.17% | 91 |
|
|
2022
Q4 | – | Sell |
-15,304
| Closed | -$412K | – | 163 |
|
|
2022
Q3 | $412K | Sell |
15,304
-11,586
| -43% | -$312K | 0.13% | 112 |
|
|
2022
Q2 | $840K | Buy |
26,890
+24,173
| +890% | +$755K | 0.25% | 81 |
|
|
2022
Q1 | $1.84M | Sell |
2,717
-107
| -4% | -$72.3K | 0.44% | 62 |
|
|
2021
Q4 | $3.86M | Buy |
2,824
+620
| +28% | +$847K | 0.86% | 27 |
|
|
2021
Q3 | $2.99M | Buy |
2,204
+393
| +22% | +$533K | 0.75% | 36 |
|
|
2021
Q2 | $2.65M | Buy |
1,811
+336
| +23% | +$491K | 0.7% | 40 |
|
|
2021
Q1 | $1.63M | Buy |
+1,475
| New | +$1.63M | 0.49% | 49 |
|
|
2020
Q3 | – | Sell |
-37
| Closed | -$35K | – | 408 |
|
|
2020
Q2 | $35K | Sell |
37
-1
| -3% | -$946 | 0.01% | 310 |
|
|
2020
Q1 | $16K | Buy |
+38
| New | +$16K | 0.01% | 388 |
|