Buckley Wealth Management’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 |
-5,000
| Closed | -$338K | – | 157 |
|
|
2022
Q1 | $338K | Hold |
5,000
| – | – | 0.09% | 113 |
|
|
2021
Q4 | $689K | Hold |
5,000
| – | – | 0.2% | 89 |
|
|
2021
Q3 | $678K | Hold |
5,000
| – | – | 0.22% | 77 |
|
|
2021
Q2 | $730K | Hold |
5,000
| – | – | 0.25% | 68 |
|
|
2021
Q1 | $553K | Hold |
5,000
| – | – | 0.21% | 79 |
|
|
2020
Q4 | $566K | Hold |
5,000
| – | – | 0.23% | 72 |
|
|
2020
Q3 | $511K | Hold |
5,000
| – | – | 0.23% | 72 |
|
|
2020
Q2 | $475K | Hold |
5,000
| – | – | 0.22% | 79 |
|
|
2020
Q1 | $208K | Buy |
+5,000
| New | +$208K | 0.11% | 113 |
|