Oakwell Private Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-3,770
| Closed | -$255K | – | 64 |
|
|
2022
Q1 | $255K | Buy |
3,770
+650
| +21% | +$44K | 0.13% | 54 |
|
|
2021
Q4 | $430K | Buy |
3,120
+130
| +4% | +$17.9K | 0.21% | 46 |
|
|
2021
Q3 | $405K | Sell |
2,990
-880
| -23% | -$119K | 0.22% | 47 |
|
|
2021
Q2 | $565K | Buy |
3,870
+100
| +3% | +$14.6K | 0.36% | 40 |
|
|
2021
Q1 | $417K | Buy |
3,770
+110
| +3% | +$12.2K | 0.3% | 43 |
|
|
2020
Q4 | $414K | Buy |
+3,660
| New | +$414K | 0.33% | 41 |
|