Seven Post Investment Office’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,900
| Closed | -$378K | – | 57 |
|
|
2024
Q1 | $378K | Hold |
4,900
| – | – | 0.09% | 47 |
|
|
2023
Q4 | $382K | Hold |
4,900
| – | – | 0.1% | 47 |
|
|
2023
Q3 | $267K | Hold |
4,900
| – | – | 0.07% | 48 |
|
|
2023
Q2 | $317K | Hold |
4,900
| – | – | 0.1% | 46 |
|
|
2023
Q1 | $235K | Buy |
+4,900
| New | +$235K | 0.08% | 47 |
|
|
2022
Q2 | – | Sell |
-4,900
| Closed | -$331K | – | 52 |
|
|
2022
Q1 | $331K | Hold |
4,900
| – | – | 0.1% | 39 |
|
|
2021
Q4 | $675K | Hold |
4,900
| – | – | 0.18% | 29 |
|
|
2021
Q3 | $664K | Hold |
4,900
| – | – | 0.21% | 27 |
|
|
2021
Q2 | $716K | Sell |
4,900
-100
| -2% | -$14.6K | 0.22% | 27 |
|
|
2021
Q1 | $553K | Hold |
5,000
| – | – | 0.19% | 25 |
|
|
2020
Q4 | $566K | Hold |
5,000
| – | – | 0.23% | 22 |
|
|
2020
Q3 | $511K | Hold |
5,000
| – | – | 0.2% | 25 |
|
|
2020
Q2 | $475K | Hold |
5,000
| – | – | 0.2% | 26 |
|
|
2020
Q1 | $208K | Buy |
+5,000
| New | +$208K | 0.11% | 37 |
|