Lake Hills 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
Q1 | – | Sell |
-5,303
| Closed | -$413K | – | 55 |
|
|
2023
Q4 | $413K | Buy |
5,303
+18
| +0.3% | +$1.4K | 0.41% | 28 |
|
|
2023
Q3 | $288K | Hold |
5,285
| – | – | 0.29% | 29 |
|
|
2023
Q2 | $341K | Buy |
+5,285
| New | +$341K | 0.37% | 33 |
|
|
2022
Q2 | – | Sell |
-7,210
| Closed | -$487K | – | 34 |
|
|
2022
Q1 | $487K | Sell |
7,210
-1,260
| -15% | -$85.1K | 0.35% | 29 |
|
|
2021
Q4 | $1.17M | Buy |
+8,470
| New | +$1.17M | 0.82% | 24 |
|