B.O.S.S. Retirement Advisors’s Shopify SHOP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.15M Sell
9,958
-676
-6% -$78K 0.29% 71
2025
Q1
$1.02M Sell
10,634
-687
-6% -$65.6K 0.29% 69
2024
Q4
$1.2M Buy
+11,321
New +$1.2M 0.34% 65
2024
Q1
Sell
-26,521
Closed -$2.07M 211
2023
Q4
$2.07M Sell
26,521
-653
-2% -$50.9K 0.4% 79
2023
Q3
$1.48M Buy
27,174
+1,036
+4% +$56.5K 0.32% 118
2023
Q2
$1.69M Sell
26,138
-6,343
-20% -$410K 0.36% 103
2023
Q1
$1.56M Buy
32,481
+512
+2% +$24.5K 0.37% 115
2022
Q4
$1.11M Buy
+31,969
New +$1.11M 0.28% 130