PFG Private Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-256
| Closed | -$24.4K | – | 211 |
|
|
2025
Q1 | $24.4K | Sell |
256
-7
| -3% | -$668 | 0.01% | 110 |
|
|
2024
Q4 | $28K | Buy |
263
+256
| +3,657% | +$27.2K | 0.02% | 108 |
|
|
2024
Q3 | $561 | Sell |
7
-1,330
| -99% | -$107K | ﹤0.01% | 211 |
|
|
2024
Q2 | $88.3K | Buy |
1,337
+1,330
| +19,000% | +$87.8K | 0.05% | 83 |
|
|
2024
Q1 | $540 | Hold |
7
| – | – | ﹤0.01% | 202 |
|
|
2023
Q4 | $545 | Sell |
7
-19
| -73% | -$1.48K | ﹤0.01% | 213 |
|
|
2023
Q3 | $1.42K | Sell |
26
-2,780
| -99% | -$152K | ﹤0.01% | 247 |
|
|
2023
Q2 | $181K | Sell |
2,806
-1,279
| -31% | -$82.6K | 0.11% | 59 |
|
|
2023
Q1 | $196K | Buy |
+4,085
| New | +$196K | 0.12% | 52 |
|