Glassman Wealth Services’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 |
-2,024
| Closed | -$158K | – | 1538 |
|
|
2023
Q4 | $158K | Buy |
2,024
+93
| +5% | +$7.25K | 0.02% | 234 |
|
|
2023
Q3 | $105K | Buy |
1,931
+1,034
| +115% | +$56.4K | 0.02% | 264 |
|
|
2023
Q2 | $57.9K | Sell |
897
-33
| -4% | -$2.13K | 0.01% | 370 |
|
|
2023
Q1 | $44.6K | Sell |
930
-950
| -51% | -$45.5K | 0.01% | 435 |
|
|
2022
Q4 | $65.3K | Buy |
1,880
+531
| +39% | +$18.4K | 0.01% | 357 |
|
|
2022
Q3 | $36K | Sell |
1,349
-251
| -16% | -$6.7K | 0.01% | 463 |
|
|
2022
Q2 | $50K | Buy |
1,600
+290
| +22% | +$9.06K | 0.01% | 399 |
|
|
2022
Q1 | $89K | Buy |
1,310
+790
| +152% | +$53.7K | 0.02% | 284 |
|
|
2021
Q4 | $72K | Sell |
520
-830
| -61% | -$115K | 0.01% | 302 |
|
|
2021
Q3 | $183K | Buy |
1,350
+110
| +9% | +$14.9K | 0.04% | 163 |
|
|
2021
Q2 | $181K | Buy |
1,240
+120
| +11% | +$17.5K | 0.04% | 151 |
|
|
2021
Q1 | $124K | Buy |
1,120
+130
| +13% | +$14.4K | 0.03% | 197 |
|
|
2020
Q4 | $112K | Buy |
990
+120
| +14% | +$13.6K | 0.03% | 211 |
|
|
2020
Q3 | $89K | Sell |
870
-380
| -30% | -$38.9K | 0.02% | 216 |
|
|
2020
Q2 | $119K | Buy |
+1,250
| New | +$119K | 0.04% | 153 |
|