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 |
|