Financial Architects (New Jersey)’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 |
-3,760
| Closed | -$254K | – | 243 |
|
|
2022
Q1 | $254K | Buy |
3,760
+20
| +0.5% | +$1.35K | 0.04% | 290 |
|
|
2021
Q4 | $515K | Sell |
3,740
-30
| -0.8% | -$4.13K | 0.07% | 200 |
|
|
2021
Q3 | $511K | Hold |
3,770
| – | – | 0.07% | 195 |
|
|
2021
Q2 | $551K | Hold |
3,770
| – | – | 0.08% | 183 |
|
|
2021
Q1 | $417K | Sell |
3,770
-250
| -6% | -$27.7K | 0.07% | 219 |
|
|
2020
Q4 | $455K | Sell |
4,020
-250
| -6% | -$28.3K | 0.08% | 178 |
|
|
2020
Q3 | $437K | Hold |
4,270
| – | – | 0.1% | 164 |
|
|
2020
Q2 | $405K | Sell |
4,270
-860
| -17% | -$81.6K | 0.09% | 159 |
|
|
2020
Q1 | $214K | Buy |
5,130
+130
| +3% | +$5.42K | 0.06% | 205 |
|
|
2019
Q4 | $199K | Hold |
5,000
| – | – | 0.04% | 243 |
|
|
2019
Q3 | $156K | Sell |
5,000
-1,040
| -17% | -$32.4K | 0.04% | 267 |
|
|
2019
Q2 | $181K | Buy |
6,040
+500
| +9% | +$15K | 0.03% | 250 |
|
|
2019
Q1 | $114K | Hold |
5,540
| – | – | 0.02% | 393 |
|
|
2018
Q4 | $77K | Hold |
5,540
| – | – | 0.01% | 421 |
|
|
2018
Q3 | $91K | Hold |
5,540
| – | – | 0.01% | 429 |
|
|
2018
Q2 | $81K | Hold |
5,540
| – | – | 0.01% | 450 |
|
|
2018
Q1 | $69K | Hold |
5,540
| – | – | 0.01% | 485 |
|
|
2017
Q4 | $56K | Hold |
5,540
| – | – | 0.01% | 575 |
|
|
2017
Q3 | $65K | Hold |
5,540
| – | – | 0.01% | 546 |
|
|
2017
Q2 | $48K | Hold |
5,540
| – | – | 0.01% | 604 |
|
|
2017
Q1 | $38K | Hold |
5,540
| – | – | 0.01% | 665 |
|
|
2016
Q4 | $24K | Hold |
5,540
| – | – | 0.01% | 788 |
|
|
2016
Q3 | $24K | Hold |
5,540
| – | – | 0.01% | 790 |
|
|
2016
Q2 | $17K | Hold |
5,540
| – | – | ﹤0.01% | 829 |
|
|
2016
Q1 | $16K | Buy |
+5,540
| New | +$16K | 0.01% | 622 |
|