PWS
Private Wealth Strategies’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-251
| Closed | -$345K | – | 82 |
|
|
2021
Q4 | $345K | Hold |
251
| – | – | 0.08% | 61 |
|
|
2021
Q3 | $340K | Hold |
251
| – | – | 0.09% | 62 |
|
|
2021
Q2 | $367K | Hold |
251
| – | – | 0.09% | 57 |
|
|
2021
Q1 | $277K | Hold |
251
| – | – | 0.08% | 61 |
|
|
2020
Q4 | $284K | Buy |
251
+51
| +26% | +$57.7K | 0.09% | 61 |
|
|
2020
Q3 | $205K | Buy |
+200
| New | +$205K | 0.07% | 63 |
|