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