ARIS
Advanced Research Investment Solutions’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-4,960
| Closed | -$386K | – | 23 |
|
|
2023
Q4 | $386K | Hold |
4,960
| – | – | 0.24% | 22 |
|
|
2023
Q3 | $271K | Hold |
4,960
| – | – | 0.18% | 23 |
|
|
2023
Q2 | $320K | Hold |
4,960
| – | – | 0.18% | 27 |
|
|
2023
Q1 | $238K | Buy |
+4,960
| New | +$238K | 0.14% | 21 |
|
|
2022
Q4 | – | Sell |
-9,040
| Closed | -$244K | – | 131 |
|
|
2022
Q3 | $244K | Hold |
9,040
| – | – | 0.15% | 25 |
|
|
2022
Q2 | $282K | Buy |
9,040
+8,136
| +900% | +$254K | 0.16% | 23 |
|
|
2022
Q1 | $611K | Buy |
904
+408
| +82% | +$276K | 0.26% | 21 |
|
|
2021
Q4 | $683K | Buy |
496
+168
| +51% | +$231K | 0.25% | 25 |
|
|
2021
Q3 | $445K | Buy |
+328
| New | +$445K | 0.23% | 20 |
|