Sugarloaf Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $183K | Buy |
1,720
+600
| +54% | +$63.8K | 0.03% | 174 |
|
|
2024
Q3 | $89.8K | Hold |
1,120
| – | – | 0.02% | 241 |
|
|
2024
Q2 | $74K | Hold |
1,120
| – | – | 0.02% | 254 |
|
|
2024
Q1 | $86.4K | Hold |
1,120
| – | – | 0.02% | 240 |
|
|
2023
Q4 | $87.2K | Hold |
1,120
| – | – | 0.02% | 230 |
|
|
2023
Q3 | $61.1K | Buy |
1,120
+1,000
| +833% | +$54.6K | 0.02% | 261 |
|
|
2023
Q2 | $7.75K | Hold |
120
| – | – | ﹤0.01% | 505 |
|
|
2023
Q1 | $5.75K | Hold |
120
| – | – | ﹤0.01% | 537 |
|
|
2022
Q4 | $4.17K | Sell |
120
-610
| -84% | -$21.2K | ﹤0.01% | 603 |
|
|
2022
Q3 | $20K | Sell |
730
-280
| -28% | -$7.67K | 0.01% | 421 |
|
|
2022
Q2 | $32K | Buy |
+1,010
| New | +$32K | 0.01% | 344 |
|
|
2020
Q3 | – | Sell |
-600
| Closed | -$57K | – | 713 |
|
|
2020
Q2 | $57K | Sell |
600
-250
| -29% | -$23.8K | 0.02% | 221 |
|
|
2020
Q1 | $35K | Hold |
850
| – | – | 0.02% | 259 |
|
|
2019
Q4 | $34K | Buy |
+850
| New | +$34K | 0.01% | 295 |
|