Sugarloaf Wealth Management’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
$183K Buy
2024
Q3
$89.8K Hold
2024
Q2
$74K Hold
2024
Q1
$86.4K Hold
2023
Q4
$87.2K Hold
2023
Q3
$61.1K Buy
2023
Q2
$7.75K Hold
2023
Q1
$5.75K Hold
2022
Q4
$4.17K Sell
2022
Q3
$20K Sell
2022
Q2
$32K Buy
2020
Q3
Sell
2020
Q2
$57K Sell
2020
Q1
$35K Hold
2019
Q4
$34K Buy