TrueWealth LLC’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | $392K | Buy |
4,130
+240
| +6% | +$22.8K | 0.16% | 83 |
|
|
2020
Q1 | $162K | Buy |
3,890
+410
| +12% | +$17.1K | 0.08% | 136 |
|
|
2019
Q4 | $138K | Hold |
3,480
| – | – | 0.06% | 175 |
|
|
2019
Q3 | $108K | Buy |
3,480
+480
| +16% | +$14.9K | 0.05% | 190 |
|
|
2019
Q2 | $90K | Hold |
3,000
| – | – | 0.04% | 207 |
|
|
2019
Q1 | $62K | Hold |
3,000
| – | – | 0.03% | 240 |
|
|
2018
Q4 | $42K | Hold |
3,000
| – | – | 0.02% | 271 |
|
|
2018
Q3 | $49K | Hold |
3,000
| – | – | 0.02% | 274 |
|
|
2018
Q2 | $44K | Hold |
3,000
| – | – | 0.02% | 277 |
|
|
2018
Q1 | $37K | Hold |
3,000
| – | – | 0.02% | 291 |
|
|
2017
Q4 | $30K | Buy |
+3,000
| New | +$30K | 0.01% | 356 |
|