Dowling & Yahnke’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-4,410
| Closed | -$298K | – | 387 |
|
|
2022
Q1 | $298K | Buy |
4,410
+110
| +3% | +$7.43K | 0.01% | 316 |
|
|
2021
Q4 | $592K | Buy |
4,300
+20
| +0.5% | +$2.75K | 0.03% | 260 |
|
|
2021
Q3 | $580K | Sell |
4,280
-40
| -0.9% | -$5.42K | 0.03% | 258 |
|
|
2021
Q2 | $631K | Buy |
4,320
+130
| +3% | +$19K | 0.04% | 244 |
|
|
2021
Q1 | $464K | Sell |
4,190
-10
| -0.2% | -$1.11K | 0.03% | 253 |
|
|
2020
Q4 | $475K | Buy |
4,200
+950
| +29% | +$107K | 0.03% | 250 |
|
|
2020
Q3 | $332K | Sell |
3,250
-150
| -4% | -$15.3K | 0.03% | 257 |
|
|
2020
Q2 | $323K | Buy |
+3,400
| New | +$323K | 0.03% | 256 |
|