Surience Private Wealth’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-51,173
| Closed | -$3.95M | – | 39 |
|
|
2024
Q1 | $3.95M | Buy |
+51,173
| New | +$3.95M | 3.74% | 9 |
|
|
2023
Q4 | – | Sell |
-31,032
| Closed | -$1.69M | – | 28 |
|
|
2023
Q3 | $1.69M | Sell |
31,032
-13,285
| -30% | -$725K | 3.28% | 13 |
|
|
2023
Q2 | $2.86M | Buy |
+44,317
| New | +$2.86M | 4.1% | 6 |
|