Strategic Wealth Partners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $45.6K | Buy |
+395
| New | +$45.6K | ﹤0.01% | 503 |
|
|
2019
Q4 | – | Sell |
-750
| Closed | -$23 | – | 438 |
|
|
2019
Q3 | $23 | Hold |
750
| – | – | ﹤0.01% | 374 |
|
|
2019
Q2 | $22K | Sell |
750
-2,300
| -75% | -$67.5K | 0.01% | 320 |
|
|
2019
Q1 | $63K | Hold |
3,050
| – | – | 0.03% | 214 |
|
|
2018
Q4 | $47K | Buy |
3,050
+2,300
| +307% | +$35.4K | 0.02% | 240 |
|
|
2018
Q3 | $12K | Hold |
750
| – | – | 0.01% | 431 |
|
|
2018
Q2 | $11K | Hold |
750
| – | – | 0.01% | 506 |
|
|
2018
Q1 | $9K | Buy |
750
+410
| +121% | +$4.92K | ﹤0.01% | 574 |
|
|
2017
Q4 | $4K | Buy |
+340
| New | +$4K | ﹤0.01% | 639 |
|