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Summit Wealth Partners’s Shopify SHOP Stock Holding History

Summit Wealth Partners’s Portfolio SHOP Stock Details SHOP Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-491
Closed -$466K – 155
2020
Q2 		$466K Sell
491
-153
-24% -$145K 0.15% 91
2020
Q1 		$269K Buy
+644
New +$269K 0.11% 92