Operose 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 |
-2,000
| Closed | -$69.4K | – | 387 |
|
|
2022
Q4 | $69.4K | Sell |
2,000
-2,000
| -50% | -$69.4K | 0.04% | 135 |
|
|
2022
Q3 | $108K | Hold |
4,000
| – | – | 0.07% | 93 |
|
|
2022
Q2 | $125K | Buy |
4,000
+2,000
| +100% | +$62.5K | 0.09% | 81 |
|
|
2022
Q1 | $135K | Buy |
+2,000
| New | +$135K | 0.09% | 88 |
|