Sanford Advisory Services’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 |
-6,790
| Closed | -$212K | – | 118 |
|
2022
Q2 | $212K | Buy |
6,790
+2,840
| +72% | +$88.7K | 0.06% | 110 |
|
2022
Q1 | $267K | Sell |
3,950
-790
| -17% | -$53.4K | 0.07% | 93 |
|
2021
Q4 | $653K | Hold |
4,740
| – | – | 0.15% | 55 |
|
2021
Q3 | $642K | Hold |
4,740
| – | – | 0.16% | 56 |
|
2021
Q2 | $693K | Hold |
4,740
| – | – | 0.18% | 49 |
|
2021
Q1 | $524K | Hold |
4,740
| – | – | 0.15% | 58 |
|
2020
Q4 | $537K | Buy |
+4,740
| New | +$537K | 0.17% | 54 |
|