CSat Investment Advisory’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q4 | – | Sell |
-5,590
| Closed | -$572K | – | 887 |
|
2020
Q3 | $572K | Buy |
5,590
+3,360
| +151% | +$344K | 0.05% | 169 |
|
2020
Q2 | $212K | Sell |
2,230
-360
| -14% | -$34.2K | 0.03% | 302 |
|
2020
Q1 | $108K | Sell |
2,590
-730
| -22% | -$30.4K | 0.02% | 326 |
|
2019
Q4 | $132K | Hold |
3,320
| – | – | 0.03% | 309 |
|
2019
Q3 | $103K | Buy |
3,320
+280
| +9% | +$8.69K | 0.03% | 308 |
|
2019
Q2 | $91K | Buy |
+3,040
| New | +$91K | 0.03% | 311 |
|