Appleton Partners’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 |
-22,270
| Closed | -$1.51M | – | 307 |
|
|
2022
Q1 | $1.51M | Buy |
22,270
+1,810
| +9% | +$122K | 0.12% | 139 |
|
|
2021
Q4 | $2.82M | Buy |
20,460
+640
| +3% | +$88.1K | 0.21% | 99 |
|
|
2021
Q3 | $2.69M | Buy |
19,820
+1,230
| +7% | +$167K | 0.22% | 100 |
|
|
2021
Q2 | $2.72M | Buy |
18,590
+1,090
| +6% | +$159K | 0.23% | 98 |
|
|
2021
Q1 | $1.94M | Buy |
17,500
+4,030
| +30% | +$446K | 0.18% | 114 |
|
|
2020
Q4 | $1.53M | Buy |
13,470
+2,360
| +21% | +$267K | 0.15% | 124 |
|
|
2020
Q3 | $1.14M | Buy |
11,110
+750
| +7% | +$76.8K | 0.13% | 130 |
|
|
2020
Q2 | $983K | Buy |
10,360
+1,500
| +17% | +$142K | 0.12% | 134 |
|
|
2020
Q1 | $369K | Buy |
8,860
+2,820
| +47% | +$117K | 0.05% | 196 |
|
|
2019
Q4 | $240K | Buy |
+6,040
| New | +$240K | 0.03% | 270 |
|