Harvest Group Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-500
| Closed | -$57K | – | 599 |
|
|
2020
Q4 | $57K | Sell |
500
-50
| -9% | -$5.7K | 0.03% | 101 |
|
|
2020
Q3 | $56K | Sell |
550
-280
| -34% | -$28.5K | 0.04% | 89 |
|
|
2020
Q2 | $78K | Hold |
830
| – | – | 0.07% | 62 |
|
|
2020
Q1 | $34K | Hold |
830
| – | – | 0.03% | 94 |
|
|
2019
Q4 | $32K | Hold |
830
| – | – | 0.03% | 109 |
|
|
2019
Q3 | $26K | Hold |
830
| – | – | 0.03% | 132 |
|
|
2019
Q2 | $24K | Buy |
830
+100
| +14% | +$2.89K | 0.03% | 139 |
|
|
2019
Q1 | $15K | Buy |
+730
| New | +$15K | 0.01% | 190 |
|