Summit Financial Strategies’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 |
-2,060
| Closed | -$284K | – | 129 |
|
|
2021
Q4 | $284K | Hold |
2,060
| – | – | 0.05% | 95 |
|
|
2021
Q3 | $279K | Hold |
2,060
| – | – | 0.05% | 94 |
|
|
2021
Q2 | $301K | Hold |
2,060
| – | – | 0.06% | 89 |
|
|
2021
Q1 | $228K | Buy |
+2,060
| New | +$228K | 0.08% | 62 |
|
|
2020
Q4 | – | Sell |
-2,060
| Closed | -$211K | – | 85 |
|
|
2020
Q3 | $211K | Buy |
+2,060
| New | +$211K | 0.09% | 70 |
|