Elite Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-3,065
| Closed | -$239K | – | 50 |
|
|
2023
Q4 | $239K | Buy |
+3,065
| New | +$239K | 0.01% | 41 |
|
|
2022
Q1 | – | Sell |
-2,090
| Closed | -$288K | – | 59 |
|
|
2021
Q4 | $288K | Sell |
2,090
-640
| -23% | -$88.2K | 0.04% | 50 |
|
|
2021
Q3 | $370K | Buy |
2,730
+250
| +10% | +$33.9K | 0.07% | 47 |
|
|
2021
Q2 | $362 | Hold |
2,480
| – | – | 0.03% | 43 |
|
|
2021
Q1 | $274 | Buy |
2,480
+100
| +4% | +$11 | 0.04% | 46 |
|
|
2020
Q4 | $269K | Buy |
+2,380
| New | +$269K | 0.03% | 44 |
|