Douglas Lane & Associates’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+1,875
| New | +$216K | ﹤0.01% | 230 |
|
|
2022
Q1 | – | Sell |
-2,620
| Closed | -$361K | – | 233 |
|
|
2021
Q4 | $361K | Buy |
2,620
+40
| +2% | +$5.51K | ﹤0.01% | 195 |
|
|
2021
Q3 | $350K | Sell |
2,580
-180
| -7% | -$24.4K | 0.01% | 191 |
|
|
2021
Q2 | $403K | Buy |
2,760
+240
| +10% | +$35K | 0.01% | 175 |
|
|
2021
Q1 | $279K | Buy |
2,520
+250
| +11% | +$27.7K | ﹤0.01% | 190 |
|
|
2020
Q4 | $257K | Hold |
2,270
| – | – | ﹤0.01% | 195 |
|
|
2020
Q3 | $232K | Buy |
+2,270
| New | +$232K | ﹤0.01% | 190 |
|