Baystate Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $26.5K | Hold |
340
| – | – | ﹤0.01% | 502 |
|
|
2023
Q3 | $18.6K | Sell |
340
-4
| -1% | -$218 | ﹤0.01% | 487 |
|
|
2023
Q2 | $22.2K | Buy |
344
+100
| +41% | +$6.46K | ﹤0.01% | 443 |
|
|
2023
Q1 | $11.7K | Sell |
244
-296
| -55% | -$14.2K | ﹤0.01% | 539 |
|
|
2022
Q4 | $19K | Buy |
540
+300
| +125% | +$10.6K | ﹤0.01% | 475 |
|
|
2022
Q3 | $6K | Sell |
240
-27
| -10% | -$675 | ﹤0.01% | 626 |
|
|
2022
Q2 | $8K | Sell |
267
-23
| -8% | -$689 | ﹤0.01% | 608 |
|
|
2022
Q1 | $20K | Buy |
290
+30
| +12% | +$2.07K | ﹤0.01% | 461 |
|
|
2021
Q4 | $36K | Hold |
260
| – | – | ﹤0.01% | 371 |
|
|
2021
Q3 | $35K | Buy |
260
+20
| +8% | +$2.69K | ﹤0.01% | 335 |
|
|
2021
Q2 | $35K | Hold |
240
| – | – | ﹤0.01% | 318 |
|
|
2021
Q1 | $27K | Buy |
240
+70
| +41% | +$7.88K | ﹤0.01% | 328 |
|
|
2020
Q4 | $19K | Hold |
170
| – | – | ﹤0.01% | 350 |
|
|
2020
Q3 | $17K | Hold |
170
| – | – | ﹤0.01% | 334 |
|
|
2020
Q2 | $16K | Buy |
+170
| New | +$16K | ﹤0.01% | 332 |
|