BDO Wealth Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $47.8K | Buy |
740
+240
| +48% | +$15.5K | 0.01% | 440 |
|
2023
Q1 | $24K | Sell |
500
-20
| -4% | -$959 | ﹤0.01% | 558 |
|
2022
Q4 | $18K | Hold |
520
| – | – | ﹤0.01% | 593 |
|
2022
Q3 | $14K | Hold |
520
| – | – | ﹤0.01% | 647 |
|
2022
Q2 | $16K | Hold |
520
| – | – | ﹤0.01% | 606 |
|
2022
Q1 | $35K | Sell |
520
-20
| -4% | -$1.35K | ﹤0.01% | 492 |
|
2021
Q4 | $74K | Hold |
540
| – | – | 0.01% | 388 |
|
2021
Q3 | $73K | Hold |
540
| – | – | 0.01% | 393 |
|
2021
Q2 | $79K | Sell |
540
-10
| -2% | -$1.46K | 0.01% | 400 |
|
2021
Q1 | $61K | Buy |
550
+480
| +686% | +$53.2K | 0.01% | 419 |
|
2020
Q4 | $8K | Buy |
70
+50
| +250% | +$5.71K | ﹤0.01% | 581 |
|
2020
Q3 | $2K | Sell |
20
-630
| -97% | -$63K | ﹤0.01% | 713 |
|
2020
Q2 | $62K | Sell |
650
-600
| -48% | -$57.2K | 0.01% | 306 |
|
2020
Q1 | $52K | Buy |
+1,250
| New | +$52K | 0.01% | 329 |
|
2019
Q2 | – | Sell |
-640
| Closed | -$13K | – | 681 |
|
2019
Q1 | $13K | Buy |
+640
| New | +$13K | ﹤0.01% | 407 |
|
2017
Q4 | – | Sell |
-5,000
| Closed | -$58K | – | 506 |
|
2017
Q3 | $58K | Hold |
5,000
| – | – | 0.03% | 184 |
|
2017
Q2 | $43K | Buy |
+5,000
| New | +$43K | 0.02% | 246 |
|