RDFA
Ritter Daniher Financial Advisory’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-150
| Closed | -$11.7K | – | 339 |
|
|
2023
Q4 | $11.7K | Sell |
150
-217
| -59% | -$16.9K | ﹤0.01% | 224 |
|
|
2023
Q3 | $20K | Buy |
367
+217
| +145% | +$11.8K | 0.01% | 190 |
|
|
2023
Q2 | $9.69K | Buy |
+150
| New | +$9.69K | ﹤0.01% | 223 |
|
|
2023
Q1 | – | Sell |
-10
| Closed | -$347 | – | 316 |
|
|
2022
Q4 | $347 | Buy |
+10
| New | +$347 | ﹤0.01% | 280 |
|
|
2022
Q2 | – | Sell |
-5
| Closed | -$3K | – | 263 |
|
|
2022
Q1 | $3K | Hold |
5
| – | – | ﹤0.01% | 216 |
|
|
2021
Q4 | $7K | Hold |
5
| – | – | ﹤0.01% | 176 |
|
|
2021
Q3 | $7K | Hold |
5
| – | – | 0.01% | 174 |
|
|
2021
Q2 | $7K | Buy |
+5
| New | +$7K | 0.01% | 167 |
|