Delos 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 |
-20
| Closed | -$1.29K | – | 384 |
|
2023
Q2 | $1.29K | Hold |
20
| – | – | ﹤0.01% | 199 |
|
2023
Q1 | $959 | Sell |
20
-220
| -92% | -$10.5K | ﹤0.01% | 228 |
|
2022
Q4 | $8.33K | Hold |
240
| – | – | 0.01% | 147 |
|
2022
Q3 | $6K | Hold |
240
| – | – | 0.01% | 168 |
|
2022
Q2 | $7K | Hold |
240
| – | – | 0.01% | 163 |
|
2022
Q1 | $16K | Hold |
240
| – | – | 0.02% | 131 |
|
2021
Q4 | $33K | Hold |
240
| – | – | 0.03% | 100 |
|
2021
Q3 | $33K | Hold |
240
| – | – | 0.04% | 61 |
|
2021
Q2 | $35K | Buy |
+240
| New | +$35K | 0.04% | 57 |
|