SWA
SOA Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-84
| Closed | -$8.93K | – | 907 |
|
|
2024
Q4 | $8.93K | Buy |
+84
| New | +$8.93K | ﹤0.01% | 553 |
|
|
2023
Q4 | – | Sell |
-391
| Closed | -$21.3K | – | 945 |
|
|
2023
Q3 | $21.3K | Hold |
391
| – | – | 0.01% | 406 |
|
|
2023
Q2 | $25.3K | Buy |
+391
| New | +$25.3K | 0.01% | 395 |
|
|
2022
Q4 | – | Sell |
-10
| Closed | – | – | 1009 |
|
|
2022
Q3 | $0 | Hold |
10
| – | – | ﹤0.01% | 978 |
|
|
2022
Q2 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1008 |
|