Jackson Wealth Management’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
-3,000
Closed -$203K 115
2022
Q1
$203K Hold
3,000
0.03% 109
2021
Q4
$413K Buy
+3,000
New +$413K 0.05% 106
2020
Q1
Sell
-10,000
Closed -$470K 157
2019
Q4
$470K Buy
+10,000
New +$470K 0.08% 136