Ropes Wealth Advisors’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 |
-1,370
| Closed | -$155K | – | 692 |
|
|
2020
Q4 | $155K | Buy |
1,370
+60
| +5% | +$6.79K | 0.02% | 251 |
|
|
2020
Q3 | $134K | Hold |
1,310
| – | – | 0.03% | 239 |
|
|
2020
Q2 | $124K | Hold |
1,310
| – | – | 0.03% | 235 |
|
|
2020
Q1 | $55K | Buy |
1,310
+260
| +25% | +$10.9K | 0.01% | 276 |
|
|
2019
Q4 | $42K | Hold |
1,050
| – | – | 0.01% | 348 |
|
|
2019
Q3 | $33K | Sell |
1,050
-430
| -29% | -$13.5K | 0.01% | 372 |
|
|
2019
Q2 | $44K | Buy |
1,480
+430
| +41% | +$12.8K | 0.01% | 352 |
|
|
2019
Q1 | $22K | Hold |
1,050
| – | – | 0.01% | 401 |
|
|
2018
Q4 | $15K | Hold |
1,050
| – | – | ﹤0.01% | 400 |
|
|
2018
Q3 | $17K | Hold |
1,050
| – | – | ﹤0.01% | 419 |
|
|
2018
Q2 | $15K | Hold |
1,050
| – | – | ﹤0.01% | 441 |
|
|
2018
Q1 | $13K | Hold |
1,050
| – | – | ﹤0.01% | 445 |
|
|
2017
Q4 | $11K | Buy |
+1,050
| New | +$11K | ﹤0.01% | 522 |
|