Sargent Bickham Lagudis’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $14.8K | Sell |
427
-119
| -22% | -$4.13K | ﹤0.01% | 661 |
|
|
2022
Q3 | $15K | Buy |
546
+306
| +128% | +$8.41K | ﹤0.01% | 632 |
|
|
2022
Q2 | $7K | Sell |
240
-890
| -79% | -$26K | ﹤0.01% | 747 |
|
|
2022
Q1 | $76K | Sell |
1,130
-60
| -5% | -$4.04K | 0.01% | 377 |
|
|
2021
Q4 | $164K | Sell |
1,190
-220
| -16% | -$30.3K | 0.01% | 268 |
|
|
2021
Q3 | $191K | Sell |
1,410
-10
| -0.7% | -$1.36K | 0.02% | 256 |
|
|
2021
Q2 | $207K | Hold |
1,420
| – | – | 0.02% | 247 |
|
|
2021
Q1 | $157K | Sell |
1,420
-560
| -28% | -$61.9K | 0.01% | 278 |
|
|
2020
Q4 | $224K | Hold |
1,980
| – | – | 0.02% | 220 |
|
|
2020
Q3 | $203K | Sell |
1,980
-130
| -6% | -$13.3K | 0.02% | 213 |
|
|
2020
Q2 | $200K | Buy |
2,110
+110
| +6% | +$10.4K | 0.02% | 205 |
|
|
2020
Q1 | $83K | Buy |
2,000
+1,000
| +100% | +$41.5K | 0.01% | 276 |
|
|
2019
Q4 | $40K | Buy |
+1,000
| New | +$40K | ﹤0.01% | 418 |
|
|
2019
Q2 | – | Sell |
-360
| Closed | -$7K | – | 807 |
|
|
2019
Q1 | $7K | Hold |
360
| – | – | ﹤0.01% | 663 |
|
|
2018
Q4 | $5K | Hold |
360
| – | – | ﹤0.01% | 666 |
|
|
2018
Q3 | $6K | Hold |
360
| – | – | ﹤0.01% | 675 |
|
|
2018
Q2 | $5K | Buy |
+360
| New | +$5K | ﹤0.01% | 671 |
|