Edge Wealth Management’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 |
-40
| Closed | -$6K | – | 390 |
|
|
2021
Q4 | $6K | Hold |
40
| – | – | ﹤0.01% | 325 |
|
|
2021
Q3 | $5K | Hold |
40
| – | – | ﹤0.01% | 351 |
|
|
2021
Q2 | $6K | Hold |
40
| – | – | ﹤0.01% | 337 |
|
|
2021
Q1 | $4K | Sell |
40
-10
| -20% | -$1K | ﹤0.01% | 350 |
|
|
2020
Q4 | $6K | Buy |
+50
| New | +$6K | ﹤0.01% | 291 |
|