Clear Perspective Advisors’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-5,600
Closed -$233K 126
2020
Q1
$233K Buy
5,600
+560
+11% +$23.3K 0.16% 101
2019
Q4
$200K Buy
+5,040
New +$200K 0.12% 132