Joseph P. Lucia & Associates’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-50
| Closed | -$3K | – | 498 |
|
|
2022
Q1 | $3K | Buy |
+50
| New | +$3K | ﹤0.01% | 395 |
|
|
2021
Q4 | – | Sell |
-50
| Closed | -$7K | – | 475 |
|
|
2021
Q3 | $7K | Hold |
50
| – | – | ﹤0.01% | 413 |
|
|
2021
Q2 | $7K | Sell |
50
-10
| -17% | -$1.4K | ﹤0.01% | 419 |
|
|
2021
Q1 | $7K | Hold |
60
| – | – | ﹤0.01% | 402 |
|
|
2020
Q4 | $7K | Buy |
+60
| New | +$7K | ﹤0.01% | 368 |
|
|
2020
Q3 | – | Sell |
-100
| Closed | -$9K | – | 399 |
|
|
2020
Q2 | $9K | Hold |
100
| – | – | 0.01% | 329 |
|
|
2020
Q1 | $4K | Hold |
100
| – | – | ﹤0.01% | 360 |
|
|
2019
Q4 | $4K | Hold |
100
| – | – | ﹤0.01% | 379 |
|
|
2019
Q3 | $3K | Hold |
100
| – | – | ﹤0.01% | 402 |
|
|
2019
Q2 | $3K | Sell |
100
-19,920
| -100% | -$598K | ﹤0.01% | 396 |
|
|
2019
Q1 | $10 | Buy |
+20,020
| New | +$10 | ﹤0.01% | 333 |
|