AFT Forsyth & Company’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q2 | – | Sell |
-5,710
| Closed | -$386K | – | 147 |
|
2022
Q1 | $386K | Sell |
5,710
-5,150
| -47% | -$348K | 0.25% | 107 |
|
2021
Q4 | $1.5M | Sell |
10,860
-600
| -5% | -$82.7K | 0.77% | 37 |
|
2021
Q3 | $1.55M | Buy |
11,460
+850
| +8% | +$115K | 0.83% | 33 |
|
2021
Q2 | $1.55M | Buy |
10,610
+1,100
| +12% | +$161K | 0.83% | 30 |
|
2021
Q1 | $1.05M | Buy |
9,510
+500
| +6% | +$55.3K | 0.63% | 49 |
|
2020
Q4 | $1.02M | Buy |
+9,010
| New | +$1.02M | 0.64% | 48 |
|