One Wealth Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,720
| Closed | -$59.7K | – | 527 |
|
|
2022
Q4 | $59.7K | Buy |
+1,720
| New | +$59.7K | 0.01% | 376 |
|
|
2022
Q1 | – | Sell |
-1,720
| Closed | -$237K | – | 225 |
|
|
2021
Q4 | $237K | Hold |
1,720
| – | – | 0.06% | 171 |
|
|
2021
Q3 | $233K | Hold |
1,720
| – | – | 0.07% | 182 |
|
|
2021
Q2 | $251K | Buy |
+1,720
| New | +$251K | 0.08% | 144 |
|