Lighthouse Financial Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | $4.08M | Buy |
36,840
+3,360
| +10% | +$372K | 1.23% | 12 |
|
|
2020
Q4 | $3.79M | Buy |
33,480
+2,710
| +9% | +$307K | 1.28% | 13 |
|
|
2020
Q3 | $3.15M | Sell |
30,770
-5,020
| -14% | -$514K | 1.2% | 16 |
|
|
2020
Q2 | $3.3M | Sell |
35,790
-40
| -0.1% | -$3.69K | 1.39% | 13 |
|
|
2020
Q1 | $1.49M | Sell |
35,830
-1,250
| -3% | -$52.1K | 0.91% | 40 |
|
|
2019
Q4 | $1.47M | Buy |
+37,080
| New | +$1.47M | 0.69% | 46 |
|