SkyOak Wealth’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 |
-12,540
| Closed | -$1.73M | – | 266 |
|
|
2021
Q4 | $1.73M | Hold |
12,540
| – | – | 0.44% | 60 |
|
|
2021
Q3 | $1.7M | Sell |
12,540
-2,500
| -17% | -$339K | 0.46% | 61 |
|
|
2021
Q2 | $2.2M | Buy |
15,040
+110
| +0.7% | +$16.1K | 0.59% | 49 |
|
|
2021
Q1 | $1.92M | Sell |
14,930
-200
| -1% | -$25.8K | 0.54% | 51 |
|
|
2020
Q4 | $1.71M | Buy |
15,130
+140
| +0.9% | +$15.9K | 0.53% | 59 |
|
|
2020
Q3 | $1.53M | Sell |
14,990
-7,080
| -32% | -$724K | 0.55% | 59 |
|
|
2020
Q2 | $2.1M | Buy |
22,070
+2,560
| +13% | +$243K | 0.77% | 36 |
|
|
2020
Q1 | $813K | Sell |
19,510
-4,910
| -20% | -$205K | 0.42% | 59 |
|
|
2019
Q4 | $971K | Buy |
+24,420
| New | +$971K | 0.3% | 74 |
|