Morton Brown Family Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-150
| Closed | -$16K | – | 352 |
|
|
2024
Q4 | $16K | Buy |
+150
| New | +$16K | 0.01% | 148 |
|
|
2023
Q2 | – | Sell |
-27
| Closed | -$1.29K | – | 271 |
|
|
2023
Q1 | $1.29K | Buy |
+27
| New | +$1.29K | ﹤0.01% | 239 |
|
|
2022
Q1 | – | Sell |
-10
| Closed | -$1K | – | 198 |
|
|
2021
Q4 | $1K | Buy |
+10
| New | +$1K | ﹤0.01% | 209 |
|