Elmwood 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 |
-500
| Closed | -$69K | – | 288 |
|
|
2021
Q4 | $69K | Buy |
+500
| New | +$69K | 0.03% | 173 |
|
|
2021
Q2 | $73K | Hold |
500
| – | – | 0.04% | 150 |
|
|
2021
Q1 | $55K | Buy |
+500
| New | +$55K | 0.03% | 161 |
|
|
2020
Q2 | – | Sell |
-50,000
| Closed | -$623K | – | 328 |
|
|
2020
Q1 | $623K | Buy |
+50,000
| New | +$623K | 0.6% | 62 |
|
|
2019
Q1 | – | Sell |
-250,000
| Closed | -$3.46M | – | 297 |
|
|
2018
Q4 | $3.46M | Hold |
250,000
| – | – | 3.34% | 4 |
|
|
2018
Q3 | $4.11M | Buy |
250,000
+100,000
| +67% | +$1.64M | 3.41% | 2 |
|
|
2018
Q2 | $2.19M | Buy |
150,000
+100,000
| +200% | +$1.46M | 1.99% | 9 |
|
|
2018
Q1 | $623K | Buy |
+50,000
| New | +$623K | 0.6% | 62 |
|