Whitney & Co’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q4 | – | Sell |
-1,490
| Closed | -$202K | – | 139 |
|
2021
Q3 | $202K | Sell |
1,490
-20
| -1% | -$2.71K | 0.03% | 127 |
|
2021
Q2 | $221K | Buy |
+1,510
| New | +$221K | 0.04% | 119 |
|
2018
Q4 | – | Sell |
-100
| Closed | -$1K | – | 391 |
|
2018
Q3 | $1K | Hold |
100
| – | – | ﹤0.01% | 514 |
|
2018
Q2 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 313 |
|