MBL Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,586
| Closed | -$207K | – | 228 |
|
|
2024
Q3 | $207K | Buy |
+2,586
| New | +$207K | 0.02% | 198 |
|
|
2024
Q1 | – | Sell |
-2,626
| Closed | -$205K | – | 204 |
|
|
2023
Q4 | $205K | Buy |
+2,626
| New | +$205K | 0.03% | 177 |
|
|
2023
Q3 | – | Sell |
-3,280
| Closed | -$212K | – | 188 |
|
|
2023
Q2 | $212K | Buy |
+3,280
| New | +$212K | 0.03% | 164 |
|