Buckingham Strategic Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $731K | Buy |
11,065
+698
| +7% | +$46.1K | 0.01% | 388 |
|
|
2024
Q1 | $800K | Buy |
10,367
+1,884
| +22% | +$145K | 0.01% | 374 |
|
|
2023
Q4 | $661K | Sell |
8,483
-2,117
| -20% | -$165K | 0.01% | 392 |
|
|
2023
Q3 | $578K | Buy |
10,600
+2,652
| +33% | +$145K | 0.01% | 391 |
|
|
2023
Q2 | $513K | Sell |
7,948
-9
| -0.1% | -$581 | 0.01% | 414 |
|
|
2023
Q1 | $276K | Hold |
7,957
| – | – | 0.01% | 499 |
|
|
2022
Q4 | $276K | Buy |
+7,957
| New | +$276K | 0.01% | 501 |
|
|
2022
Q2 | – | Sell |
-5,170
| Closed | -$349K | – | 642 |
|
|
2022
Q1 | $349K | Buy |
5,170
+490
| +10% | +$33.1K | 0.01% | 429 |
|
|
2021
Q4 | $645K | Sell |
4,680
-90
| -2% | -$12.4K | 0.01% | 322 |
|
|
2021
Q3 | $647K | Buy |
4,770
+60
| +1% | +$8.14K | 0.01% | 311 |
|
|
2021
Q2 | $688K | Sell |
4,710
-130
| -3% | -$19K | 0.02% | 298 |
|
|
2021
Q1 | $536K | Buy |
4,840
+150
| +3% | +$16.6K | 0.03% | 314 |
|
|
2020
Q4 | $531K | Sell |
4,690
-600
| -11% | -$67.9K | 0.03% | 308 |
|
|
2020
Q3 | $541K | Buy |
5,290
+2,090
| +65% | +$214K | 0.04% | 249 |
|
|
2020
Q2 | $304K | Buy |
+3,200
| New | +$304K | 0.03% | 312 |
|