SWA
SFMG Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-380
| Closed | -$257K | – | 307 |
|
|
2022
Q1 | $257K | Buy |
380
+39
| +11% | +$26.4K | 0.03% | 227 |
|
|
2021
Q4 | $470K | Sell |
341
-67
| -16% | -$92.3K | 0.05% | 156 |
|
|
2021
Q3 | $553K | Buy |
408
+1
| +0.2% | +$1.36K | 0.06% | 134 |
|
|
2021
Q2 | $595K | Hold |
407
| – | – | 0.07% | 130 |
|
|
2021
Q1 | $450K | Buy |
407
+41
| +11% | +$45.3K | 0.05% | 153 |
|
|
2020
Q4 | $414K | Buy |
+366
| New | +$414K | 0.05% | 141 |
|