SWA
Stratos Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,115
| Closed | -$404K | – | 756 |
|
|
2024
Q2 | $404K | Buy |
+6,115
| New | +$404K | 0.02% | 518 |
|
|
2023
Q4 | – | Sell |
-5,067
| Closed | -$277K | – | 729 |
|
|
2023
Q3 | $277K | Buy |
5,067
+83
| +2% | +$4.53K | 0.02% | 551 |
|
|
2023
Q2 | $322K | Buy |
+4,984
| New | +$322K | 0.02% | 500 |
|
|
2021
Q2 | – | Sell |
-395
| Closed | -$437K | – | 551 |
|
|
2021
Q1 | $437K | Buy |
395
+22
| +6% | +$24.3K | 0.05% | 333 |
|
|
2020
Q4 | $422K | Buy |
+373
| New | +$422K | 0.06% | 270 |
|
|
2019
Q4 | – | Sell |
-821
| Closed | -$256K | – | 223 |
|
|
2019
Q3 | $256K | Buy |
+821
| New | +$256K | 0.1% | 208 |
|