IAM Advisory’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,390
| Closed | -$770K | – | 88 |
|
|
2022
Q1 | $770K | Buy |
11,390
+590
| +5% | +$39.9K | 0.31% | 51 |
|
|
2021
Q4 | $1.22M | Sell |
10,800
-210
| -2% | -$23.8K | 0.48% | 31 |
|
|
2021
Q3 | $1.49M | Buy |
+11,010
| New | +$1.49M | 0.63% | 22 |
|
|
2021
Q2 | – | Sell |
-10,900
| Closed | -$1.23M | – | 94 |
|
|
2021
Q1 | $1.23M | Buy |
10,900
+210
| +2% | +$23.7K | 0.54% | 26 |
|
|
2020
Q4 | $1.31M | Buy |
+10,690
| New | +$1.31M | 0.66% | 17 |
|