Oxler Private Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q4 | – | Sell |
-1,810
| Closed | -$48.8K | – | 355 |
|
2022
Q3 | $48.8K | Buy |
1,810
+1,629
| +900% | +$43.9K | 0.03% | 201 |
|
2022
Q2 | $56.5K | Buy |
+181
| New | +$56.5K | 0.03% | 147 |
|
2022
Q1 | – | Sell |
-12,210
| Closed | -$1.68M | – | 117 |
|
2021
Q4 | $1.68M | Hold |
12,210
| – | – | 0.7% | 43 |
|
2021
Q3 | $1.66M | Hold |
12,210
| – | – | 0.73% | 36 |
|
2021
Q2 | $1.78M | Buy |
12,210
+3,000
| +33% | +$438K | 0.78% | 37 |
|
2021
Q1 | $1.02M | Buy |
9,210
+6,610
| +254% | +$731K | 0.52% | 54 |
|
2020
Q4 | $294K | Buy |
+2,600
| New | +$294K | 0.17% | 84 |
|