Waypoint Wealth Partners’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 |
-7,150
| Closed | -$552K | – | 70 |
|
|
2024
Q1 | $552K | Hold |
7,150
| – | – | 0.16% | 39 |
|
|
2023
Q4 | $557K | Hold |
7,150
| – | – | 0.17% | 31 |
|
|
2023
Q3 | $390K | Hold |
7,150
| – | – | 0.14% | 49 |
|
|
2023
Q2 | $462K | Hold |
7,150
| – | – | 0.16% | 40 |
|
|
2023
Q1 | $343K | Hold |
7,150
| – | – | 0.12% | 47 |
|
|
2022
Q4 | $248K | Buy |
+7,150
| New | +$248K | 0.1% | 51 |
|
|
2022
Q3 | – | Sell |
-7,250
| Closed | -$226K | – | 67 |
|
|
2022
Q2 | $226K | Buy |
+7,250
| New | +$226K | 0.09% | 54 |
|