TWM
Torch Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q3 | – | Sell |
-2,935
| Closed | -$881K | – | 109 |
|
|
2019
Q2 | $881K | Sell |
2,935
-225
| -7% | -$67.5K | 0.53% | 59 |
|
|
2019
Q1 | $653K | Buy |
3,160
+100
| +3% | +$20.7K | 0.4% | 65 |
|
|
2018
Q4 | $424K | Buy |
3,060
+450
| +17% | +$62.4K | 0.3% | 67 |
|
|
2018
Q3 | $429K | Hold |
2,610
| – | – | 0.26% | 76 |
|
|
2018
Q2 | $381K | Sell |
2,610
-100
| -4% | -$14.6K | 0.24% | 76 |
|
|
2018
Q1 | $338K | Hold |
2,710
| – | – | 0.22% | 85 |
|
|
2017
Q4 | $274K | Buy |
+2,710
| New | +$274K | 0.17% | 94 |
|