Dynasty Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,797
| Closed | -$2.94M | – | 251 |
|
|
2025
Q1 | $2.94M | Sell |
30,797
-204
| -0.7% | -$19.5K | 0.05% | 75 |
|
|
2024
Q4 | $3.3M | Buy |
31,001
+563
| +2% | +$59.9K | 0.06% | 76 |
|
|
2024
Q3 | $2.44M | Buy |
30,438
+8,343
| +38% | +$669K | 0.07% | 63 |
|
|
2024
Q2 | $1.46M | Buy |
+22,095
| New | +$1.46M | 0.04% | 100 |
|