WBH Advisory’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-3,060
| Closed | -$484K | – | 290 |
|
|
2021
Q2 | $484K | Hold |
3,060
| – | – | 0.07% | 183 |
|
|
2021
Q1 | $339K | Hold |
3,060
| – | – | 0.05% | 212 |
|
|
2020
Q4 | $367K | Hold |
3,060
| – | – | 0.06% | 199 |
|
|
2020
Q3 | $313K | Buy |
3,060
+500
| +20% | +$51.1K | 0.06% | 197 |
|
|
2020
Q2 | $242K | Buy |
+2,560
| New | +$242K | 0.06% | 216 |
|