Accel Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-1,010
| Closed | -$48.4K | – | 740 |
|
|
2023
Q1 | $48.4K | Hold |
1,010
| – | – | 0.02% | 496 |
|
|
2022
Q4 | $35.1K | Sell |
1,010
-100
| -9% | -$3.47K | 0.02% | 423 |
|
|
2022
Q3 | $35K | Hold |
1,110
| – | – | 0.02% | 440 |
|
|
2022
Q2 | $35K | Sell |
1,110
-100
| -8% | -$3.15K | 0.02% | 420 |
|
|
2022
Q1 | $84K | Sell |
1,210
-100
| -8% | -$6.94K | 0.04% | 278 |
|
|
2021
Q4 | $180K | Hold |
1,310
| – | – | 0.09% | 180 |
|
|
2021
Q3 | $178K | Hold |
1,310
| – | – | 0.12% | 149 |
|
|
2021
Q2 | $191K | Sell |
1,310
-140
| -10% | -$20.4K | 0.13% | 156 |
|
|
2021
Q1 | $160K | Hold |
1,450
| – | – | 0.13% | 160 |
|
|
2020
Q4 | $164K | Buy |
+1,450
| New | +$164K | 0.15% | 142 |
|