Delta Financial Advisors’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
Sell
-2,210
Closed -$304K 122
2021
Q4
$304K Hold
2,210
0.12% 109
2021
Q3
$300K Hold
2,210
0.13% 103
2021
Q2
$323K Buy
2,210
+400
+22% +$58.5K 0.14% 103
2021
Q1
$200K Buy
+1,810
New +$200K 0.09% 109