Fusion Family Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | – | Sell |
-13,210
| Closed | -$183K | – | 229 |
|
|
2018
Q4 | $183K | Hold |
13,210
| – | – | 0.05% | 64 |
|
|
2018
Q3 | $217K | Buy |
13,210
+1,490
| +13% | +$24.5K | 0.06% | 59 |
|
|
2018
Q2 | $171K | Buy |
11,720
+3,500
| +43% | +$51.1K | 0.05% | 68 |
|
|
2018
Q1 | $102K | Buy |
8,220
+4,290
| +109% | +$53.2K | 0.03% | 80 |
|
|
2017
Q4 | $40K | Buy |
+3,930
| New | +$40K | 0.01% | 143 |
|
|
2017
Q1 | – | Sell |
-22,250
| Closed | -$108K | – | 398 |
|
|
2016
Q4 | $108K | Buy |
+22,250
| New | +$108K | 0.06% | 91 |
|