Wealthspire Advisors (Maryland)’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,800
| Closed | -$37K | – | 1777 |
|
|
2019
Q1 | $37K | Hold |
1,800
| – | – | ﹤0.01% | 1027 |
|
|
2018
Q4 | $25K | Hold |
1,800
| – | – | ﹤0.01% | 1120 |
|
|
2018
Q3 | $30K | Sell |
1,800
-500
| -22% | -$8.33K | ﹤0.01% | 1155 |
|
|
2018
Q2 | $34K | Buy |
2,300
+1,300
| +130% | +$19.2K | ﹤0.01% | 1102 |
|
|
2018
Q1 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 1500 |
|
|
2017
Q4 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 1593 |
|
|
2017
Q3 | $12K | Hold |
1,000
| – | – | ﹤0.01% | 1518 |
|
|
2017
Q2 | $9K | Buy |
+1,000
| New | +$9K | ﹤0.01% | 1583 |
|