Kings Point Capital Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | $1.29M | Sell |
19,100
-180
| -0.9% | -$12.2K | 0.11% | 94 |
|
2021
Q4 | $2.66M | Sell |
19,280
-200
| -1% | -$27.6K | 0.22% | 76 |
|
2021
Q3 | $2.64M | Sell |
19,480
-50
| -0.3% | -$6.78K | 0.23% | 78 |
|
2021
Q2 | $2.85M | Buy |
19,530
+2,050
| +12% | +$299K | 0.26% | 76 |
|
2021
Q1 | $1.93M | Sell |
17,480
-40
| -0.2% | -$4.43K | 0.19% | 82 |
|
2020
Q4 | $1.98M | Hold |
17,520
| – | – | 0.21% | 80 |
|
2020
Q3 | $1.79M | Buy |
17,520
+5,170
| +42% | +$529K | 0.22% | 78 |
|
2020
Q2 | $1.17M | Hold |
12,350
| – | – | 0.17% | 87 |
|
2020
Q1 | $515K | Buy |
12,350
+1,160
| +10% | +$48.4K | 0.09% | 109 |
|
2019
Q4 | $445K | Sell |
11,190
-1,350
| -11% | -$53.7K | 0.07% | 129 |
|
2019
Q3 | $391K | Buy |
+12,540
| New | +$391K | 0.07% | 130 |
|
2017
Q4 | – | Sell |
-1,000
| Closed | -$12K | – | 395 |
|
2017
Q3 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 347 |
|