WWM
WT Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,984
| Closed | -$230K | – | 129 |
|
|
2024
Q1 | $230K | Sell |
2,984
-35
| -1% | -$2.7K | 0.08% | 100 |
|
|
2023
Q4 | $235K | Buy |
+3,019
| New | +$235K | 0.09% | 97 |
|
|
2022
Q1 | – | Sell |
-160
| Closed | -$220K | – | 124 |
|
|
2021
Q4 | $220K | Sell |
160
-7
| -4% | -$9.63K | 0.08% | 119 |
|
|
2021
Q3 | $226K | Buy |
+167
| New | +$226K | 0.09% | 114 |
|