Financial Synergies Wealth Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-130
| Closed | -$10K | – | 397 |
|
|
2024
Q1 | $10K | Hold |
130
| – | – | ﹤0.01% | 251 |
|
|
2023
Q4 | $4.51K | Hold |
130
| – | – | ﹤0.01% | 220 |
|
|
2023
Q3 | $7.1K | Hold |
130
| – | – | ﹤0.01% | 251 |
|
|
2023
Q2 | $8.4K | Hold |
130
| – | – | ﹤0.01% | 234 |
|
|
2023
Q1 | $6.23K | Hold |
130
| – | – | ﹤0.01% | 254 |
|
|
2022
Q4 | $4.51K | Hold |
130
| – | – | ﹤0.01% | 220 |
|
|
2022
Q3 | $3.5K | Hold |
130
| – | – | ﹤0.01% | 203 |
|
|
2022
Q2 | $4.06K | Buy |
+130
| New | +$4.06K | ﹤0.01% | 200 |
|