Lenox Wealth Advisors’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q1
$13K Buy
220
+170
+340% +$10K ﹤0.01% 444
2021
Q4
$7K Hold
50
﹤0.01% 560
2021
Q3
$7K Hold
50
﹤0.01% 520
2021
Q2
$7K Hold
50
﹤0.01% 516
2021
Q1
$6K Sell
50
-40
-44% -$4.8K ﹤0.01% 480
2020
Q4
$10K Hold
90
﹤0.01% 430
2020
Q3
$9K Sell
90
-250
-74% -$25K ﹤0.01% 389
2020
Q2
$32K Buy
340
+250
+278% +$23.5K 0.01% 215
2020
Q1
$4K Buy
90
+40
+80% +$1.78K ﹤0.01% 460
2019
Q4
$2K Hold
50
﹤0.01% 623
2019
Q3
$2K Hold
50
﹤0.01% 525
2019
Q2
$2K Buy
+50
New +$2K ﹤0.01% 364