Level Financial Advisors’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-400
Closed -$12K 320
2022
Q2
$12K Sell
400
-300
-43% -$9K 0.01% 177
2022
Q1
$47K Buy
700
+100
+17% +$6.71K 0.04% 91
2021
Q4
$83K Buy
+600
New +$83K 0.06% 68