Golden State Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.1K | Sell |
686
-50
| -7% | -$5.77K | 0.01% | 543 |
|
|
2025
Q1 | $70.2K | Sell |
736
-793
| -52% | -$75.7K | 0.01% | 519 |
|
|
2024
Q4 | $163K | Buy |
+1,529
| New | +$163K | 0.02% | 357 |
|
|
2020
Q2 | – | Sell |
-7,450
| Closed | -$311K | – | 755 |
|
|
2020
Q1 | $311K | Buy |
+7,450
| New | +$311K | 0.14% | 110 |
|
|
2019
Q4 | – | Sell |
-7,150
| Closed | -$223K | – | 755 |
|
|
2019
Q3 | $223K | Buy |
7,150
+6,650
| +1,330% | +$207K | 0.07% | 188 |
|
|
2019
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 674 |
|
|
2019
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 780 |
|