Caliber Wealth Management (Utah)’s Shopify SHOP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$2.94M	Sell	38,112 -112	-0.3%	-$8.64K	1.56%	25
2023 Q4	$2.98M	Buy	38,224 +382	+1%	+$29.8K	1.75%	17
2023 Q3	$2.07M	Buy	37,842 +3,661	+11%	+$200K	1.39%	32
2023 Q2	$2.21M	Buy	+34,181	New	+$2.21M	1.48%	22