Legacy Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,900
| Closed | -$262K | – | 222 |
|
|
2021
Q4 | $262K | Hold |
1,900
| – | – | 0.1% | 105 |
|
|
2021
Q3 | $258K | Hold |
1,900
| – | – | 0.1% | 99 |
|
|
2021
Q2 | $278K | Hold |
1,900
| – | – | 0.11% | 94 |
|
|
2021
Q1 | $210K | Hold |
1,900
| – | – | 0.09% | 114 |
|
|
2020
Q4 | $215K | Buy |
+1,900
| New | +$215K | 0.12% | 102 |
|