High Net Worth Advisory Group’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-700
| Closed | -$24.3K | – | 511 |
|
|
2022
Q4 | $24.3K | Hold |
700
| – | – | 0.01% | 413 |
|
|
2022
Q3 | $19K | Hold |
700
| – | – | 0.01% | 461 |
|
|
2022
Q2 | $22K | Hold |
700
| – | – | 0.01% | 437 |
|
|
2022
Q1 | $47K | Hold |
700
| – | – | 0.02% | 346 |
|
|
2021
Q4 | $97K | Buy |
+700
| New | +$97K | 0.03% | 259 |
|