Pettinga Financial Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-2,000
| Closed | -$275K | – | 117 |
|
|
2021
Q4 | $275K | Sell |
2,000
-500
| -20% | -$68.8K | 0.07% | 94 |
|
|
2021
Q3 | $339K | Hold |
2,500
| – | – | 0.09% | 79 |
|
|
2021
Q2 | $365K | Hold |
2,500
| – | – | 0.1% | 76 |
|
|
2021
Q1 | $277K | Buy |
2,500
+380
| +18% | +$42.1K | 0.08% | 81 |
|
|
2020
Q4 | $240K | Buy |
+2,120
| New | +$240K | 0.09% | 79 |
|