Lee Financial’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-150
| Closed | -$21K | – | 939 |
|
|
2021
Q4 | $21K | Buy |
+150
| New | +$21K | ﹤0.01% | 368 |
|
|
2021
Q1 | – | Sell |
-1,000
| Closed | -$113K | – | 513 |
|
|
2020
Q4 | $113K | Buy |
1,000
+450
| +82% | +$50.9K | 0.03% | 147 |
|
|
2020
Q3 | $56K | Hold |
550
| – | – | 0.02% | 220 |
|
|
2020
Q2 | $52K | Buy |
+550
| New | +$52K | 0.01% | 199 |
|
|
2018
Q2 | – | Sell |
-270
| Closed | -$3K | – | 829 |
|
|
2018
Q1 | $3K | Buy |
+270
| New | +$3K | ﹤0.01% | 680 |
|