RWB
RMR Wealth Builders’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.23M | Buy |
10,675
+265
| +3% | +$30.6K | 0.11% | 102 |
|
|
2025
Q1 | $994K | Sell |
10,410
-436
| -4% | -$41.6K | 0.1% | 106 |
|
|
2024
Q4 | $1.15M | Buy |
10,846
+305
| +3% | +$32.4K | 0.12% | 98 |
|
|
2024
Q3 | $845K | Buy |
10,541
+388
| +4% | +$31.1K | 0.09% | 116 |
|
|
2024
Q2 | $671K | Sell |
10,153
-906
| -8% | -$59.8K | 0.08% | 129 |
|
|
2024
Q1 | $853K | Buy |
11,059
+1,332
| +14% | +$103K | 0.1% | 109 |
|
|
2023
Q4 | $758K | Sell |
9,727
-2,960
| -23% | -$231K | 0.11% | 105 |
|
|
2023
Q3 | $692K | Buy |
12,687
+1,410
| +13% | +$76.9K | 0.11% | 99 |
|
|
2023
Q2 | $728K | Sell |
11,277
-3,400
| -23% | -$220K | 0.12% | 83 |
|
|
2023
Q1 | $704K | Buy |
14,677
+7,264
| +98% | +$348K | 0.13% | 85 |
|
|
2022
Q4 | $257K | Buy |
+7,413
| New | +$257K | 0.06% | 159 |
|
|
2022
Q2 | – | Sell |
-501
| Closed | -$339K | – | 214 |
|
|
2022
Q1 | $339K | Buy |
501
+83
| +20% | +$56.2K | 0.07% | 145 |
|
|
2021
Q4 | $576K | Sell |
418
-45
| -10% | -$62K | 0.17% | 64 |
|
|
2021
Q3 | $628K | Buy |
463
+3
| +0.7% | +$4.07K | 0.18% | 85 |
|
|
2021
Q2 | $672K | Buy |
+460
| New | +$672K | 0.22% | 77 |
|
|
2020
Q3 | – | Sell |
-256
| Closed | -$243K | – | 429 |
|
|
2020
Q2 | $243K | Buy |
+256
| New | +$243K | 0.22% | 99 |
|