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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	$4.03K	Buy	+61	New	+$4.05K	﹤0.01%	522
2024 Q1	–	Sell	-30	Closed	-$2.34K	–	774
2023 Q4	$2.34K	Hold	30	–	–	﹤0.01%	550
2023 Q3	$1.64K	Hold	30	–	–	﹤0.01%	568
2023 Q2	$1.94K	Hold	30	–	–	﹤0.01%	571
2023 Q1	$1.44K	Hold	30	–	–	﹤0.01%	588
2022 Q4	$1.04K	Hold	30	–	–	﹤0.01%	602
2022 Q3	$1K	Hold	30	–	–	﹤0.01%	673
2022 Q2	$1K	Hold	30	–	–	﹤0.01%	692
2022 Q1	$2K	Hold	30	–	–	﹤0.01%	661
2021 Q4	$4K	Sell	30 -70	-70%	-$10.2K	﹤0.01%	597
2021 Q3	$14K	Buy	100 +10	+11%	+$1.5K	﹤0.01%	505
2021 Q2	$13K	Buy	90 +20	+29%	+$2.46K	﹤0.01%	553
2021 Q1	$8K	Sell	70 -10	-13%	-$1.21K	﹤0.01%	610
2020 Q4	$9K	Buy	+80	New	+$8.4K	﹤0.01%	558
2019 Q4	–	Sell	-80	Closed	-$2K	–	888
2019 Q3	$2K	Buy	+80	New	+$2.74K	﹤0.01%	725