Burns Matteson Capital Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,210
| Closed | -$304K | – | 148 |
|
|
2021
Q4 | $304K | Sell |
2,210
-80
| -3% | -$11K | 0.21% | 105 |
|
|
2021
Q3 | $310K | Sell |
2,290
-70
| -3% | -$9.49K | 0.24% | 98 |
|
|
2021
Q2 | $345K | Sell |
2,360
-120
| -5% | -$17.5K | 0.27% | 91 |
|
|
2021
Q1 | $274K | Buy |
2,480
+320
| +15% | +$35.4K | 0.26% | 61 |
|
|
2020
Q4 | $245K | Buy |
+2,160
| New | +$245K | 0.27% | 61 |
|