MinichMacGregor Wealth Management’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-360
| Closed | -$12.5K | – | 550 |
|
|
2022
Q4 | $12.5K | Buy |
+360
| New | +$12.5K | ﹤0.01% | 384 |
|
|
2018
Q4 | – | Sell |
-250
| Closed | -$4K | – | 450 |
|
|
2018
Q3 | $4K | Hold |
250
| – | – | ﹤0.01% | 413 |
|
|
2018
Q2 | $3K | Hold |
250
| – | – | ﹤0.01% | 428 |
|
|
2018
Q1 | $3K | Hold |
250
| – | – | ﹤0.01% | 409 |
|
|
2017
Q4 | $2K | Sell |
250
-3,310
| -93% | -$26.5K | ﹤0.01% | 424 |
|
|
2017
Q3 | $41K | Buy |
3,560
+280
| +9% | +$3.23K | 0.03% | 119 |
|
|
2017
Q2 | $28K | Buy |
3,280
+2,780
| +556% | +$23.7K | 0.02% | 147 |
|
|
2017
Q1 | $3K | Sell |
500
-3,040
| -86% | -$18.2K | ﹤0.01% | 371 |
|
|
2016
Q4 | $15K | Sell |
3,540
-90
| -2% | -$381 | 0.01% | 207 |
|
|
2016
Q3 | $15K | Buy |
+3,630
| New | +$15K | 0.01% | 212 |
|