DWM
SHOP icon

Dorchester Wealth Management’s Shopify SHOP Stock Holding History

Dorchester Wealth Management’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-3,730
Closed -$546K – 157
2021
Q2 		$546K Buy
3,730
+70
+2% +$8.63K 0.13% 87
2021
Q1 		$404K Buy
3,660
+30
+0.8% +$3.63K 0.1% 105
2020
Q4 		$410K Buy
3,630
+700
+24% +$73.5K 0.11% 98
2020
Q3 		$299K Sell
2,930
-1,470
-33% -$146K 0.09% 107
2020
Q2 		$416K Sell
4,400
-750
-15% -$52.1K 0.13% 88
2020
Q1 		$214K Sell
5,150
-1,850
-26% -$83.4K 0.08% 106
2019
Q4 		$278K Sell
7,000
-1,500
-18% -$50.7K 0.08% 106
2019
Q3 		$265K Sell
8,500
-1,000
-11% -$34.2K 0.08% 106
2019
Q2 		$286K Sell
9,500
-5,500
-37% -$143K 0.08% 104
2019
Q1 		$310K Hold
15,000
– – 0.09% 101
2018
Q4 		$208K Buy
15,000
+1,750
+13% +$24.6K 0.07% 107
2018
Q3 		$217K Buy
+13,250
New +$202K 0.07% 107

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