Institutional & Family Asset Management’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q2
$4.03K Buy
+61
New +$4.03K ﹤0.01% 520
2024
Q1
Sell
-30
Closed -$2.34K 769
2023
Q4
$2.34K Hold
30
﹤0.01% 548
2023
Q3
$1.64K Hold
30
﹤0.01% 567
2023
Q2
$1.94K Hold
30
﹤0.01% 570
2023
Q1
$1.44K Hold
30
﹤0.01% 587
2022
Q4
$1.04K Hold
30
﹤0.01% 601
2022
Q3
$1K Hold
30
﹤0.01% 671
2022
Q2
$1K Hold
30
﹤0.01% 690
2022
Q1
$2K Hold
30
﹤0.01% 658
2021
Q4
$4K Sell
30
-70
-70% -$9.33K ﹤0.01% 596
2021
Q3
$14K Buy
100
+10
+11% +$1.4K ﹤0.01% 503
2021
Q2
$13K Buy
90
+20
+29% +$2.89K ﹤0.01% 551
2021
Q1
$8K Sell
70
-10
-13% -$1.14K ﹤0.01% 609
2020
Q4
$9K Buy
+80
New +$9K ﹤0.01% 557
2019
Q4
Sell
-80
Closed -$2K 885
2019
Q3
$2K Buy
+80
New +$2K ﹤0.01% 724