Clearview Wealth Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-90
| Closed | -$5.81K | – | 535 |
|
|
2023
Q2 | $5.81K | Hold |
90
| – | – | 0.01% | 410 |
|
|
2023
Q1 | $4.32K | Sell |
90
-50
| -36% | -$2.4K | ﹤0.01% | 445 |
|
|
2022
Q4 | $4.86K | Hold |
140
| – | – | ﹤0.01% | 399 |
|
|
2022
Q3 | $4K | Hold |
140
| – | – | ﹤0.01% | 439 |
|
|
2022
Q2 | $4K | Hold |
140
| – | – | ﹤0.01% | 455 |
|
|
2022
Q1 | $9K | Sell |
140
-40
| -22% | -$2.57K | 0.01% | 401 |
|
|
2021
Q4 | $25K | Sell |
180
-250
| -58% | -$34.7K | 0.02% | 306 |
|
|
2021
Q3 | $58K | Buy |
430
+310
| +258% | +$41.8K | 0.04% | 225 |
|
|
2021
Q2 | $18K | Sell |
120
-340
| -74% | -$51K | 0.01% | 353 |
|
|
2021
Q1 | $51K | Sell |
460
-250
| -35% | -$27.7K | 0.03% | 224 |
|
|
2020
Q4 | $80K | Buy |
+710
| New | +$80K | 0.05% | 156 |
|