Leith Wheeler Investment Counsel’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-2,120
| Closed | -$287K | – | 52 |
|
|
2021
Q3 | $287K | Hold |
2,120
| – | – | 0.04% | 42 |
|
|
2021
Q2 | $310K | Hold |
2,120
| – | – | 0.05% | 39 |
|
|
2021
Q1 | $235K | Sell |
2,120
-180
| -8% | -$20K | 0.04% | 45 |
|
|
2020
Q4 | $332K | Hold |
2,300
| – | – | 0.05% | 36 |
|
|
2020
Q3 | $235K | Sell |
2,300
-1,250
| -35% | -$128K | 0.05% | 42 |
|
|
2020
Q2 | $337K | Buy |
+3,550
| New | +$337K | 0.08% | 34 |
|