JFG Wealth 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 | – | Sell |
-5,000
| Closed | -$386K | – | 70 |
|
|
2024
Q1 | $386K | Sell |
5,000
-9,000
| -64% | -$695K | 0.1% | 40 |
|
|
2023
Q4 | $1.09M | Buy |
+14,000
| New | +$1.09M | 0.31% | 22 |
|
|
2021
Q4 | – | Sell |
-8,150
| Closed | -$1.1M | – | 49 |
|
|
2021
Q3 | $1.1M | Buy |
8,150
+2,050
| +34% | +$278K | 0.53% | 13 |
|
|
2021
Q2 | $891K | Buy |
6,100
+100
| +2% | +$14.6K | 0.39% | 13 |
|
|
2021
Q1 | $664K | Buy |
+6,000
| New | +$664K | 0.37% | 16 |
|