Cavalier Investments’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,478
| Closed | -$572K | – | 90 |
|
|
2022
Q4 | $572K | Sell |
16,478
-1,064
| -6% | -$36.9K | 0.21% | 82 |
|
|
2022
Q3 | $473K | Sell |
17,542
-6,549
| -27% | -$177K | 0.17% | 90 |
|
|
2022
Q2 | $753K | Buy |
24,091
+14,011
| +139% | +$438K | 0.26% | 77 |
|
|
2022
Q1 | $681K | Sell |
10,080
-840
| -8% | -$56.8K | 0.18% | 94 |
|
|
2021
Q4 | $1.5M | Buy |
10,920
+60
| +0.6% | +$8.26K | 0.39% | 84 |
|
|
2021
Q3 | $1.47M | Sell |
10,860
-1,300
| -11% | -$176K | 0.46% | 85 |
|
|
2021
Q2 | $1.78M | Hold |
12,160
| – | – | 0.64% | 56 |
|
|
2021
Q1 | $1.35M | Hold |
12,160
| – | – | 0.59% | 77 |
|
|
2020
Q4 | $1.38M | Buy |
12,160
+2,680
| +28% | +$303K | 0.63% | 58 |
|
|
2020
Q3 | $970K | Sell |
9,480
-5,310
| -36% | -$543K | 0.66% | 30 |
|
|
2020
Q2 | $1.4M | Buy |
+14,790
| New | +$1.4M | 0.81% | 19 |
|