White Knight Strategic Wealth Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,300
| Closed | -$351K | – | 103 |
|
|
2024
Q4 | $351K | Buy |
+3,300
| New | +$351K | 0.15% | 88 |
|
|
2024
Q1 | – | Sell |
-2,655
| Closed | -$207K | – | 76 |
|
|
2023
Q4 | $207K | Buy |
+2,655
| New | +$207K | 0.24% | 71 |
|
|
2023
Q3 | – | Sell |
-4,300
| Closed | -$278K | – | 71 |
|
|
2023
Q2 | $278K | Sell |
4,300
-80
| -2% | -$5.17K | 0.33% | 58 |
|
|
2023
Q1 | $210K | Buy |
+4,380
| New | +$210K | 0.26% | 69 |
|
|
2022
Q2 | – | Sell |
-3,850
| Closed | -$260K | – | 70 |
|
|
2022
Q1 | $260K | Buy |
3,850
+340
| +10% | +$23K | 0.28% | 63 |
|
|
2021
Q4 | $483K | Buy |
+3,510
| New | +$483K | 0.51% | 45 |
|