Transform Wealth’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 |
-1,740
| Closed | -$240K | – | 228 |
|
|
2021
Q4 | $240K | Hold |
1,740
| – | – | 0.03% | 203 |
|
|
2021
Q3 | $236K | Sell |
1,740
-60
| -3% | -$8.14K | 0.03% | 207 |
|
|
2021
Q2 | $263K | Buy |
+1,800
| New | +$263K | 0.03% | 206 |
|
|
2021
Q1 | – | Sell |
-1,980
| Closed | -$224K | – | 203 |
|
|
2020
Q4 | $224K | Sell |
1,980
-410
| -17% | -$46.4K | 0.05% | 190 |
|
|
2020
Q3 | $244K | Buy |
2,390
+70
| +3% | +$7.15K | 0.04% | 196 |
|
|
2020
Q2 | $220K | Buy |
+2,320
| New | +$220K | 0.04% | 204 |
|