Alera Investment Advisors’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$240K Sell
3,000
-55
-2% -$4.41K 0.03% 243
2024
Q2
$202K Buy
+3,055
New +$202K 0.02% 259
2022
Q3
Sell
-6,790
Closed -$211K 186
2022
Q2
$211K Buy
6,790
+90
+1% +$2.8K 0.06% 170
2022
Q1
$453K Buy
+6,700
New +$453K 0.1% 124