Willingdon Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2020
Q1 | $131K | Sell |
3,150
-350
| -10% | -$14.6K | 0.03% | 124 |
|
2019
Q4 | $139K | Hold |
3,500
| – | – | 0.03% | 138 |
|
2019
Q3 | $109K | Hold |
3,500
| – | – | 0.02% | 141 |
|
2019
Q2 | $105K | Sell |
3,500
-500
| -13% | -$15K | 0.02% | 144 |
|
2019
Q1 | $83K | Hold |
4,000
| – | – | 0.02% | 155 |
|
2018
Q4 | $55K | Buy |
+4,000
| New | +$55K | 0.02% | 171 |
|