UCMOK
United Capital Management of KS’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-7,550
| Closed | -$236K | – | 90 |
|
|
2022
Q2 | $236K | Buy |
7,550
+6,867
| +1,005% | +$215K | 0.11% | 76 |
|
|
2022
Q1 | $462K | Buy |
683
+125
| +22% | +$84.6K | 0.18% | 72 |
|
|
2021
Q4 | $769K | Buy |
558
+41
| +8% | +$56.5K | 0.29% | 67 |
|
|
2021
Q3 | $701K | Buy |
517
+36
| +7% | +$48.8K | 0.29% | 67 |
|
|
2021
Q2 | $703K | Buy |
481
+74
| +18% | +$108K | 0.29% | 68 |
|
|
2021
Q1 | $451K | Buy |
407
+79
| +24% | +$87.5K | 0.21% | 72 |
|
|
2020
Q4 | $371K | Buy |
328
+31
| +10% | +$35.1K | 0.17% | 75 |
|
|
2020
Q3 | $303K | Buy |
+297
| New | +$303K | 0.16% | 78 |
|