D.B. Root & Company’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-2,150
| Closed | -$237K | – | 212 |
|
|
2021
Q1 | $237K | Buy |
+2,150
| New | +$237K | 0.09% | 187 |
|
|
2020
Q4 | – | Sell |
-5,630
| Closed | -$575K | – | 212 |
|
|
2020
Q3 | $575K | Buy |
5,630
+1,060
| +23% | +$108K | 0.23% | 117 |
|
|
2020
Q2 | $433K | Buy |
+4,570
| New | +$433K | 0.19% | 130 |
|