Bard Financial Services’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 |
-3,200
| Closed | -$216K | – | 305 |
|
|
2022
Q1 | $216K | Buy |
3,200
+750
| +31% | +$50.6K | 0.02% | 274 |
|
|
2021
Q4 | $337K | Buy |
2,450
+100
| +4% | +$13.8K | 0.03% | 220 |
|
|
2021
Q3 | $319K | Sell |
2,350
-250
| -10% | -$33.9K | 0.03% | 219 |
|
|
2021
Q2 | $380K | Hold |
2,600
| – | – | 0.03% | 205 |
|
|
2021
Q1 | $288K | Buy |
2,600
+250
| +11% | +$27.7K | 0.03% | 214 |
|
|
2020
Q4 | $266K | Buy |
+2,350
| New | +$266K | 0.03% | 217 |
|