SWM
Selective Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-1,349
| Closed | -$36K | – | 622 |
|
|
2022
Q3 | $36K | Sell |
1,349
-201
| -13% | -$5.36K | 0.02% | 340 |
|
|
2022
Q2 | $48K | Buy |
1,550
+1,400
| +933% | +$43.4K | 0.02% | 326 |
|
|
2022
Q1 | $101K | Sell |
150
-30
| -17% | -$20.2K | 0.04% | 208 |
|
|
2021
Q4 | $248K | Buy |
180
+40
| +29% | +$55.1K | 0.1% | 104 |
|
|
2021
Q3 | $190K | Buy |
140
+115
| +460% | +$156K | 0.1% | 112 |
|
|
2021
Q2 | $37K | Buy |
+25
| New | +$37K | 0.03% | 215 |
|