Mark Sheptoff Financial Planning’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-300
| Closed | -$31.9K | – | 462 |
|
|
2024
Q4 | $31.9K | Buy |
300
+100
| +50% | +$10.6K | 0.02% | 213 |
|
|
2024
Q3 | $16K | Buy |
+200
| New | +$16K | 0.01% | 264 |
|
|
2021
Q4 | – | Sell |
-1,700
| Closed | -$230K | – | 476 |
|
|
2021
Q3 | $230K | Hold |
1,700
| – | – | 0.13% | 98 |
|
|
2021
Q2 | $248K | Hold |
1,700
| – | – | 0.13% | 90 |
|
|
2021
Q1 | $188K | Hold |
1,700
| – | – | 0.11% | 100 |
|
|
2020
Q4 | $192K | Hold |
1,700
| – | – | 0.11% | 98 |
|
|
2020
Q3 | $174K | Sell |
1,700
-250
| -13% | -$25.6K | 0.11% | 95 |
|
|
2020
Q2 | $185K | Buy |
1,950
+250
| +15% | +$23.7K | 0.12% | 93 |
|
|
2020
Q1 | $71K | Buy |
1,700
+200
| +13% | +$8.35K | 0.05% | 118 |
|
|
2019
Q4 | $60K | Hold |
1,500
| – | – | 0.04% | 142 |
|
|
2019
Q3 | $47K | Hold |
1,500
| – | – | 0.03% | 149 |
|
|
2019
Q2 | $45K | Hold |
1,500
| – | – | 0.03% | 164 |
|
|
2019
Q1 | $31K | Hold |
1,500
| – | – | 0.02% | 181 |
|
|
2018
Q4 | $21K | Hold |
1,500
| – | – | 0.02% | 190 |
|
|
2018
Q3 | $25K | Hold |
1,500
| – | – | 0.02% | 216 |
|
|
2018
Q2 | $22K | Buy |
+1,500
| New | +$22K | 0.02% | 219 |
|