Patton Albertson Miller Group’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-4,840
| Closed | -$713K | – | 204 |
|
|
2020
Q4 | $713K | Sell |
4,840
-350
| -7% | -$51.6K | 0.17% | 124 |
|
|
2020
Q3 | $531K | Sell |
5,190
-60
| -1% | -$6.14K | 0.15% | 130 |
|
|
2020
Q2 | $498K | Hold |
5,250
| – | – | 0.14% | 142 |
|
|
2020
Q1 | $219K | Buy |
+5,250
| New | +$219K | 0.07% | 198 |
|
|
2018
Q4 | – | Sell |
-3,600
| Closed | -$44K | – | 247 |
|
|
2018
Q3 | $44K | Buy |
+3,600
| New | +$44K | 0.02% | 185 |
|