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Charter Oak Capital Management’s Shopify SHOP Stock Holding History

Charter Oak Capital Management’s Portfolio SHOP Stock Details SHOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-10
Closed -$1K – 1002
2022
Q1 		$1K Buy
+10
New +$821 ﹤0.01% 943

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Charter Oak Capital Management's SHOP Position: Q2 2022 in Review

Charter Oak Capital Management sold out of Shopify (SHOP) in Q2 2022, closing a stake of 10 shares — an estimated $1K sold.

Charter Oak Capital Management first reported a position in SHOP in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 965 funds tracked by Wall St. Rank hold SHOP as of Q2 2022.

  • Charter Oak Capital Management reported no remaining Shopify position as of Q2 2022 after selling out during the quarter.
  • Charter Oak Capital Management sold 10 Shopify shares in Q2 2022, an estimated $1K.
  • Charter Oak Capital Management first reported a position in Shopify in Q1 2022 and held it in 1 quarter.
  • Charter Oak Capital Management's Shopify position peaked at $1K in Q1 2022.
  • 965 funds tracked by Wall St. Rank held Shopify as of Q2 2022.

Based on Charter Oak Capital Management's 13F filing for Q2 2022, filed 21 Jul 2022.