Kelly Financial Services’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,663
| Closed | -$110K | – | 640 |
|
|
2024
Q2 | $110K | Buy |
1,663
+372
| +29% | +$24.6K | 0.04% | 142 |
|
|
2024
Q1 | $99.6K | Sell |
1,291
-16
| -1% | -$1.24K | 0.04% | 150 |
|
|
2023
Q4 | $102K | Buy |
1,307
+77
| +6% | +$6K | 0.04% | 137 |
|
|
2023
Q3 | $67.1K | Sell |
1,230
-59
| -5% | -$3.22K | 0.03% | 158 |
|
|
2023
Q2 | $83.3K | Sell |
1,289
-216
| -14% | -$14K | 0.04% | 138 |
|
|
2023
Q1 | $72.2K | Sell |
1,505
-66
| -4% | -$3.16K | 0.04% | 144 |
|
|
2022
Q4 | $54.5K | Buy |
1,571
+340
| +28% | +$11.8K | 0.03% | 160 |
|
|
2022
Q3 | $33.2K | Sell |
1,231
-279
| -18% | -$7.52K | 0.02% | 198 |
|
|
2022
Q2 | $47.2K | Buy |
1,510
+420
| +39% | +$13.1K | 0.02% | 169 |
|
|
2022
Q1 | $73.7K | Buy |
+1,090
| New | +$73.7K | 0.03% | 140 |
|