McDaniel Terry & Co’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,150
| Closed | -$296K | – | 108 |
|
|
2021
Q4 | $296K | Hold |
2,150
| – | – | 0.03% | 87 |
|
|
2021
Q3 | $291K | Hold |
2,150
| – | – | 0.03% | 71 |
|
|
2021
Q2 | $314K | Sell |
2,150
-50
| -2% | -$7.3K | 0.04% | 72 |
|
|
2021
Q1 | $243K | Hold |
2,200
| – | – | 0.03% | 80 |
|
|
2020
Q4 | $249K | Buy |
2,200
+200
| +10% | +$22.6K | 0.03% | 78 |
|
|
2020
Q3 | $205K | Buy |
+2,000
| New | +$205K | 0.03% | 80 |
|