FVWA
Foster Victor Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-250
| Closed | -$292K | – | 151 |
|
|
2021
Q4 | $292K | Hold |
250
| – | – | 0.04% | 118 |
|
|
2021
Q3 | $339K | Sell |
250
-400
| -62% | -$542K | 0.05% | 111 |
|
|
2021
Q2 | $950K | Hold |
650
| – | – | 0.16% | 88 |
|
|
2021
Q1 | $807K | Sell |
650
-400
| -38% | -$497K | 0.15% | 92 |
|
|
2020
Q4 | $1.19M | Sell |
1,050
-100
| -9% | -$113K | 0.27% | 79 |
|
|
2020
Q3 | $1.18M | Sell |
1,150
-150
| -12% | -$153K | 0.32% | 64 |
|
|
2020
Q2 | $1.23M | Hold |
1,300
| – | – | 0.41% | 58 |
|
|
2020
Q1 | $761K | Buy |
1,300
+1,000
| +333% | +$585K | 0.33% | 63 |
|
|
2019
Q4 | $125K | Hold |
300
| – | – | 0.05% | 106 |
|
|
2019
Q3 | $98K | Buy |
300
+100
| +50% | +$32.7K | 0.05% | 91 |
|
|
2019
Q2 | $64K | Buy |
+200
| New | +$64K | 0.05% | 95 |
|