Bartlett & Co’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $124K | Buy |
1,570
+70
| +5% | +$5.53K | ﹤0.01% | 545 |
|
|
2023
Q3 | $82K | Hold |
1,500
| – | – | ﹤0.01% | 572 |
|
|
2023
Q2 | $97K | Hold |
1,500
| – | – | ﹤0.01% | 550 |
|
|
2023
Q1 | $72K | Hold |
1,500
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $52K | Hold |
1,500
| – | – | ﹤0.01% | 573 |
|
|
2022
Q3 | $40K | Hold |
1,500
| – | – | ﹤0.01% | 599 |
|
|
2022
Q2 | $47K | Hold |
1,500
| – | – | ﹤0.01% | 581 |
|
|
2022
Q1 | $101K | Hold |
1,500
| – | – | ﹤0.01% | 490 |
|
|
2021
Q4 | $207K | Sell |
1,500
-500
| -25% | -$69K | ﹤0.01% | 392 |
|
|
2021
Q3 | $271K | Buy |
+2,000
| New | +$271K | 0.01% | 314 |
|
|
2019
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 829 |
|