MWA
MFA Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-200
| Closed | -$16K | – | 335 |
|
|
2024
Q3 | $16K | Hold |
200
| – | – | ﹤0.01% | 286 |
|
|
2024
Q2 | $13.2K | Buy |
+200
| New | +$13.2K | ﹤0.01% | 304 |
|
|
2022
Q1 | – | Sell |
-239
| Closed | -$329K | – | 79 |
|
|
2021
Q4 | $329K | Hold |
239
| – | – | 0.14% | 58 |
|
|
2021
Q3 | $324K | Hold |
239
| – | – | 0.15% | 53 |
|
|
2021
Q2 | $349K | Sell |
239
-78
| -25% | -$114K | 0.16% | 54 |
|
|
2021
Q1 | $351K | Sell |
317
-32
| -9% | -$35.4K | 0.17% | 49 |
|
|
2020
Q4 | $395K | Sell |
349
-20
| -5% | -$22.6K | 0.35% | 33 |
|
|
2020
Q3 | $377K | Hold |
369
| – | – | 0.4% | 28 |
|
|
2020
Q2 | $350K | Buy |
+369
| New | +$350K | 0.23% | 36 |
|