PWA
Phoenix Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-5,985
| Closed | -$287K | – | 112 |
|
|
2023
Q1 | $287K | Sell |
5,985
-135
| -2% | -$6.47K | 0.18% | 80 |
|
|
2022
Q4 | $212K | Buy |
+6,120
| New | +$212K | 0.13% | 104 |
|
|
2022
Q3 | – | Sell |
-7,380
| Closed | -$231K | – | 118 |
|
|
2022
Q2 | $231K | Buy |
+7,380
| New | +$231K | 0.23% | 101 |
|
|
2022
Q1 | – | Sell |
-710
| Closed | -$979K | – | 123 |
|
|
2021
Q4 | $979K | Sell |
710
-73
| -9% | -$101K | 0.74% | 35 |
|
|
2021
Q3 | $1.06M | Buy |
783
+22
| +3% | +$29.8K | 0.79% | 32 |
|
|
2021
Q2 | $1.17M | Buy |
761
+10
| +1% | +$15.4K | 0.84% | 33 |
|
|
2021
Q1 | $868K | Buy |
751
+349
| +87% | +$403K | 0.68% | 42 |
|
|
2020
Q4 | $455K | Buy |
+402
| New | +$455K | 0.35% | 63 |
|