MWM

Mindset Wealth Management’s Shopify SHOP Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$335K	Sell	2,904 -26	-0.9%	-$3K	0.11%	104
2025 Q1	$280K	Sell	2,930 -70	-2%	-$6.68K	0.11%	99
2024 Q4	$319K	Buy	3,000 +500	+20%	+$53.2K	0.12%	93
2024 Q3	$200K	Buy	+2,500	New	+$200K	0.08%	119