Meridian Wealth Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-1,210
| Closed | -$134K | – | 1048 |
|
2021
Q1 | $134K | Buy |
1,210
+270
| +29% | +$29.9K | 0.04% | 90 |
|
2020
Q4 | $106K | Buy |
940
+50
| +6% | +$5.64K | 0.04% | 97 |
|
2020
Q3 | $91K | Buy |
890
+100
| +13% | +$10.2K | 0.05% | 97 |
|
2020
Q2 | $75K | Buy |
+790
| New | +$75K | 0.04% | 107 |
|
2020
Q1 | – | Sell |
-800
| Closed | -$32K | – | 210 |
|
2019
Q4 | $32K | Buy |
+800
| New | +$32K | 0.02% | 156 |
|