National Wealth Management Group’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 |
-2,020
| Closed | -$215K | – | 181 |
|
|
2024
Q4 | $215K | Sell |
2,020
-595
| -23% | -$63.3K | 0.14% | 134 |
|
|
2024
Q3 | $210K | Sell |
2,615
-668
| -20% | -$53.5K | 0.14% | 135 |
|
|
2024
Q2 | $217K | Sell |
3,283
-58
| -2% | -$3.83K | 0.17% | 122 |
|
|
2024
Q1 | $258K | Sell |
3,341
-350
| -9% | -$27K | 0.2% | 118 |
|
|
2023
Q4 | $288K | Sell |
3,691
-90
| -2% | -$7.01K | 0.28% | 106 |
|
|
2023
Q3 | $206K | Hold |
3,781
| – | – | 0.22% | 119 |
|
|
2023
Q2 | $212K | Buy |
+3,781
| New | +$212K | 0.22% | 119 |
|