Laurel Wealth Advisors (California)’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $203K | Buy |
+5,844
| New | +$203K | 0.02% | 637 |
|
|
2022
Q3 | – | Sell |
-7,740
| Closed | -$242K | – | 665 |
|
|
2022
Q2 | $242K | Sell |
7,740
-2,430
| -24% | -$76K | 0.02% | 572 |
|
|
2022
Q1 | $687K | Buy |
10,170
+40
| +0.4% | +$2.7K | 0.06% | 332 |
|
|
2021
Q4 | $1.4M | Buy |
10,130
+4,320
| +74% | +$595K | 0.11% | 188 |
|
|
2021
Q3 | $788K | Sell |
5,810
-550
| -9% | -$74.6K | 0.14% | 168 |
|
|
2021
Q2 | $929K | Buy |
6,360
+790
| +14% | +$115K | 0.12% | 185 |
|
|
2021
Q1 | $617K | Sell |
5,570
-970
| -15% | -$107K | 0.09% | 215 |
|
|
2020
Q4 | $740K | Sell |
6,540
-1,490
| -19% | -$169K | 0.11% | 186 |
|
|
2020
Q3 | $821K | Buy |
8,030
+1,610
| +25% | +$165K | 0.14% | 166 |
|
|
2020
Q2 | $609K | Buy |
6,420
+40
| +0.6% | +$3.79K | 0.11% | 198 |
|
|
2020
Q1 | $266K | Buy |
6,380
+360
| +6% | +$15K | 0.06% | 293 |
|
|
2019
Q4 | $239K | Sell |
6,020
-8,690
| -59% | -$345K | 0.04% | 394 |
|
|
2019
Q3 | $458K | Buy |
14,710
+4,750
| +48% | +$148K | 0.08% | 262 |
|
|
2019
Q2 | $299K | Buy |
9,960
+270
| +3% | +$8.11K | 0.07% | 294 |
|
|
2019
Q1 | $200K | Buy |
+9,690
| New | +$200K | 0.05% | 362 |
|