Legacy Capital Wealth Partners’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,248
Closed -$260K 389
2024
Q3
$260K Buy
+3,248
New +$260K 0.05% 295
2021
Q2
Sell
-2,210
Closed -$245K 68
2021
Q1
$245K Buy
2,210
+150
+7% +$16.6K 0.1% 73
2020
Q4
$233K Buy
+2,060
New +$233K 0.1% 71