LifeSteps Financial’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,080
| Closed | -$83.3K | – | 350 |
|
|
2024
Q1 | $83.3K | Buy |
+1,080
| New | +$83.3K | 0.06% | 115 |
|
|
2021
Q3 | – | Sell |
-1,480
| Closed | -$216K | – | 84 |
|
|
2021
Q2 | $216K | Buy |
+1,480
| New | +$216K | 0.17% | 82 |
|
|
2020
Q4 | – | Sell |
-2,320
| Closed | -$237K | – | 87 |
|
|
2020
Q3 | $237K | Sell |
2,320
-230
| -9% | -$23.5K | 0.25% | 67 |
|
|
2020
Q2 | $242K | Buy |
+2,550
| New | +$242K | 0.28% | 61 |
|