TWA
TCI Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,560
| Closed | -$74.8K | – | 1903 |
|
|
2023
Q1 | $74.8K | Buy |
1,560
+266
| +21% | +$12.8K | 0.01% | 335 |
|
|
2022
Q4 | $44.9K | Sell |
1,294
-711
| -35% | -$24.7K | 0.01% | 438 |
|
|
2022
Q3 | $54K | Buy |
2,005
+115
| +6% | +$3.1K | 0.01% | 350 |
|
|
2022
Q2 | $59K | Buy |
1,890
+1,769
| +1,462% | +$55.2K | 0.01% | 329 |
|
|
2022
Q1 | $82K | Buy |
121
+37
| +44% | +$25.1K | 0.01% | 299 |
|
|
2021
Q4 | $116K | Buy |
84
+4
| +5% | +$5.52K | 0.02% | 247 |
|
|
2021
Q3 | $108K | Sell |
80
-15
| -16% | -$20.3K | 0.02% | 256 |
|
|
2021
Q2 | $139K | Hold |
95
| – | – | 0.02% | 204 |
|
|
2021
Q1 | $105K | Sell |
95
-22
| -19% | -$24.3K | 0.04% | 218 |
|
|
2020
Q4 | $132K | Buy |
117
+3
| +3% | +$3.39K | 0.06% | 176 |
|
|
2020
Q3 | $117K | Sell |
114
-29
| -20% | -$29.8K | 0.05% | 177 |
|
|
2020
Q2 | $136K | Sell |
143
-51
| -26% | -$48.5K | 0.06% | 168 |
|
|
2020
Q1 | $81K | Hold |
194
| – | – | 0.04% | 226 |
|
|
2019
Q4 | $77K | Buy |
194
+14
| +8% | +$5.56K | 0.03% | 297 |
|
|
2019
Q3 | $56K | Sell |
180
-6
| -3% | -$1.87K | 0.02% | 301 |
|
|
2019
Q2 | $56K | Hold |
186
| – | – | 0.03% | 287 |
|
|
2019
Q1 | $38K | Buy |
186
+77
| +71% | +$15.7K | 0.02% | 388 |
|
|
2018
Q4 | $15K | Buy |
109
+104
| +2,080% | +$14.3K | 0.01% | 527 |
|
|
2018
Q3 | $1K | Buy |
5
+4
| +400% | +$800 | ﹤0.01% | 1303 |
|
|
2018
Q2 | $0 | Sell |
1
-9
| -90% | – | ﹤0.01% | 1582 |
|
|
2018
Q1 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 1211 |
|