Wagner Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | – | Sell |
-660
| Closed | -$18K | – | 644 |
|
|
2022
Q3 | $18K | Buy |
660
+200
| +43% | +$5.46K | 0.01% | 337 |
|
|
2022
Q2 | $14K | Buy |
+460
| New | +$14K | 0.01% | 392 |
|
|
2022
Q1 | – | Sell |
-110
| Closed | -$15K | – | 583 |
|
|
2021
Q4 | $15K | Hold |
110
| – | – | 0.01% | 443 |
|
|
2021
Q3 | $16K | Hold |
110
| – | – | 0.01% | 408 |
|
|
2021
Q2 | $16K | Hold |
110
| – | – | 0.01% | 425 |
|
|
2021
Q1 | $12K | Buy |
+110
| New | +$12K | 0.01% | 446 |
|
|
2018
Q1 | – | Sell |
-4,000
| Closed | -$44K | – | 779 |
|
|
2017
Q4 | $44K | Buy |
+4,000
| New | +$44K | 0.03% | 224 |
|