WR Wealth Planners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.5K | Sell |
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|
2024
Q3 | $9.94K | Sell |
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|
2024
Q2 | $9.18K | Sell |
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|
2024
Q1 | $25.1K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $20K | Buy |
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|
2023
Q2 | $10K | Hold |
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|
2023
Q1 | $7.43K | Buy |
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|
2022
Q4 | $1.39K | Hold |
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|
2022
Q3 | $1.08K | Hold |
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|
2022
Q2 | $1.25K | Hold |
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|
2022
Q1 | $2.7K | Buy |
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