MWM
Mattern Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-313
| Closed | -$212K | – | 160 |
|
|
2022
Q1 | $212K | Buy |
313
+3
| +1% | +$2.03K | 0.07% | 151 |
|
|
2021
Q4 | $427K | Buy |
310
+1
| +0.3% | +$1.38K | 0.13% | 117 |
|
|
2021
Q3 | $419K | Hold |
309
| – | – | 0.14% | 118 |
|
|
2021
Q2 | $446K | Buy |
309
+5
| +2% | +$7.22K | 0.14% | 121 |
|
|
2021
Q1 | $336K | Hold |
304
| – | – | 0.12% | 127 |
|
|
2020
Q4 | $344K | Sell |
304
-8
| -3% | -$9.05K | 0.13% | 125 |
|
|
2020
Q3 | $319K | Hold |
312
| – | – | 0.14% | 122 |
|
|
2020
Q2 | $296K | Buy |
+312
| New | +$296K | 0.14% | 114 |
|