Liberty Wealth Management’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 |
-580
| Closed | -$79K | – | 937 |
|
|
2021
Q3 | $79K | Buy |
+580
| New | +$79K | 0.03% | 334 |
|
|
2021
Q2 | – | Sell |
-100
| Closed | -$11K | – | 1170 |
|
|
2021
Q1 | $11K | Hold |
100
| – | – | 0.01% | 580 |
|
|
2020
Q4 | $11K | Buy |
+100
| New | +$11K | 0.01% | 575 |
|
|
2020
Q3 | – | Sell |
-120
| Closed | -$11K | – | 948 |
|
|
2020
Q2 | $11K | Sell |
120
-20
| -14% | -$1.83K | 0.01% | 477 |
|
|
2020
Q1 | $6K | Sell |
140
-80
| -36% | -$3.43K | 0.01% | 556 |
|
|
2019
Q4 | $9K | Buy |
+220
| New | +$9K | 0.01% | 564 |
|
|
2019
Q3 | – | Sell |
-330
| Closed | -$10K | – | 965 |
|
|
2019
Q2 | $10K | Sell |
330
-70
| -18% | -$2.12K | 0.01% | 533 |
|
|
2019
Q1 | $8K | Buy |
400
+160
| +67% | +$3.2K | 0.01% | 478 |
|
|
2018
Q4 | $3K | Buy |
+240
| New | +$3K | ﹤0.01% | 643 |
|