PFS Investments’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-13,137
Closed -$410K 448
2022
Q2
$410K Buy
13,137
+2,277
+21% +$71.1K 0.01% 368
2022
Q1
$734K Sell
10,860
-9,950
-48% -$672K 0.01% 356
2021
Q4
$2.87M Buy
20,810
+4,640
+29% +$639K 0.06% 245
2021
Q3
$2.48M Buy
16,170
+4,320
+36% +$663K 0.05% 242
2021
Q2
$1.77M Buy
11,850
+8,210
+226% +$1.23M 0.04% 260
2021
Q1
$403K Buy
+3,640
New +$403K 0.01% 306