Linscomb Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-5,240
| Closed | -$354K | – | 321 |
|
|
2022
Q1 | $354K | Sell |
5,240
-640
| -11% | -$43.2K | 0.02% | 262 |
|
|
2021
Q4 | $810K | Sell |
5,880
-420
| -7% | -$57.9K | 0.04% | 191 |
|
|
2021
Q3 | $854K | Buy |
6,300
+380
| +6% | +$51.5K | 0.04% | 177 |
|
|
2021
Q2 | $865K | Sell |
5,920
-1,720
| -23% | -$251K | 0.04% | 178 |
|
|
2021
Q1 | $845K | Sell |
7,640
-630
| -8% | -$69.7K | 0.05% | 174 |
|
|
2020
Q4 | $936K | Sell |
8,270
-160
| -2% | -$18.1K | 0.06% | 159 |
|
|
2020
Q3 | $862K | Sell |
8,430
-300
| -3% | -$30.7K | 0.06% | 155 |
|
|
2020
Q2 | $829K | Buy |
8,730
+3,260
| +60% | +$310K | 0.06% | 161 |
|
|
2020
Q1 | $228K | Sell |
5,470
-1,080
| -16% | -$45K | 0.02% | 354 |
|
|
2019
Q4 | $260K | Sell |
6,550
-430
| -6% | -$17.1K | 0.02% | 374 |
|
|
2019
Q3 | $218K | Buy |
+6,980
| New | +$218K | 0.02% | 257 |
|