Avalon Investment & Advisory’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,710
| Closed | -$232K | – | 334 |
|
|
2021
Q3 | $232K | Buy |
+1,710
| New | +$232K | 0.01% | 328 |
|
|
2021
Q1 | – | Sell |
-13,190
| Closed | -$1.49M | – | 368 |
|
|
2020
Q4 | $1.49M | Buy |
13,190
+3,270
| +33% | +$370K | 0.03% | 220 |
|
|
2020
Q3 | $1.02M | Sell |
9,920
-3,100
| -24% | -$317K | 0.02% | 218 |
|
|
2020
Q2 | $1.24M | Buy |
+13,020
| New | +$1.24M | 0.03% | 205 |
|