KSWA
Kathleen S. Wright Associates’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40
| Closed | -$2.18K | – | 217 |
|
|
2023
Q3 | $2.18K | Hold |
40
| – | – | ﹤0.01% | 179 |
|
|
2023
Q2 | $2.58K | Hold |
40
| – | – | ﹤0.01% | 157 |
|
|
2023
Q1 | $1.92K | Sell |
40
-200
| -83% | -$9.59K | ﹤0.01% | 155 |
|
|
2022
Q4 | $8K | Hold |
240
| – | – | 0.01% | 158 |
|
|
2022
Q3 | $6K | Sell |
240
-40
| -14% | -$1K | ﹤0.01% | 156 |
|
|
2022
Q2 | $9K | Buy |
280
+202
| +259% | +$6.49K | 0.01% | 129 |
|
|
2022
Q1 | $53K | Buy |
78
+74
| +1,850% | +$50.3K | 0.04% | 106 |
|
|
2021
Q4 | $6K | Buy |
+4
| New | +$6K | ﹤0.01% | 130 |
|