WR Wealth Planners’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $11.5K | Sell |
108
-16
| -13% | -$1.7K | ﹤0.01% | 572 |
|
|
2024
Q3 | $9.94K | Sell |
124
-15
| -11% | -$1.2K | ﹤0.01% | 629 |
|
|
2024
Q2 | $9.18K | Sell |
139
-186
| -57% | -$12.3K | ﹤0.01% | 608 |
|
|
2024
Q1 | $25.1K | Buy |
+325
| New | +$25.1K | 0.01% | 418 |
|
|
2023
Q4 | – | Sell |
-367
| Closed | -$20K | – | 741 |
|
|
2023
Q3 | $20K | Buy |
367
+212
| +137% | +$11.6K | 0.01% | 424 |
|
|
2023
Q2 | $10K | Hold |
155
| – | – | ﹤0.01% | 577 |
|
|
2023
Q1 | $7.43K | Buy |
155
+115
| +288% | +$5.51K | ﹤0.01% | 621 |
|
|
2022
Q4 | $1.39K | Hold |
40
| – | – | ﹤0.01% | 415 |
|
|
2022
Q3 | $1.08K | Hold |
40
| – | – | ﹤0.01% | 421 |
|
|
2022
Q2 | $1.25K | Hold |
40
| – | – | ﹤0.01% | 445 |
|
|
2022
Q1 | $2.7K | Buy |
+40
| New | +$2.7K | ﹤0.01% | 409 |
|