Sigma Investment Counselors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q1 | – | Sell |
-1,720
| Closed | -$237K | – | 200 |
|
|
2021
Q4 | $237K | Sell |
1,720
-20
| -1% | -$2.76K | 0.02% | 177 |
|
|
2021
Q3 | $236K | Sell |
1,740
-50
| -3% | -$6.78K | 0.02% | 174 |
|
|
2021
Q2 | $262K | Buy |
+1,790
| New | +$262K | 0.02% | 162 |
|
|
2017
Q4 | – | Sell |
-45,000
| Closed | -$524K | – | 138 |
|
|
2017
Q3 | $524K | Hold |
45,000
| – | – | 0.07% | 86 |
|
|
2017
Q2 | $391K | Hold |
45,000
| – | – | 0.06% | 97 |
|
|
2017
Q1 | $306K | Buy |
+45,000
| New | +$306K | 0.05% | 110 |
|