Meristem Family Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | $291K | Buy |
4,300
+550
| +15% | +$37.2K | 0.03% | 265 |
|
|
2021
Q4 | $517K | Sell |
3,750
-2,930
| -44% | -$404K | 0.04% | 220 |
|
|
2021
Q3 | $906K | Buy |
6,680
+1,850
| +38% | +$251K | 0.09% | 150 |
|
|
2021
Q2 | $706K | Buy |
+4,830
| New | +$706K | 0.11% | 129 |
|
|
2020
Q3 | – | Sell |
-2,130
| Closed | -$202K | – | 208 |
|
|
2020
Q2 | $202K | Buy |
+2,130
| New | +$202K | 0.06% | 181 |
|