Crewe Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,113
| Closed | -$668K | – | 955 |
|
|
2024
Q2 | $668K | Buy |
10,113
+664
| +7% | +$43.9K | 0.07% | 85 |
|
|
2024
Q1 | $729K | Buy |
+9,449
| New | +$729K | 0.09% | 80 |
|
|
2023
Q4 | – | Sell |
-1,081
| Closed | -$59K | – | 652 |
|
|
2023
Q3 | $59K | Buy |
1,081
+50
| +5% | +$2.73K | 0.01% | 127 |
|
|
2023
Q2 | $66.6K | Sell |
1,031
-430
| -29% | -$27.8K | 0.01% | 246 |
|
|
2023
Q1 | $70K | Sell |
1,461
-151
| -9% | -$7.24K | 0.01% | 271 |
|
|
2022
Q4 | $56K | Buy |
1,612
+121
| +8% | +$4.2K | 0.01% | 295 |
|
|
2022
Q3 | $40K | Buy |
1,491
+151
| +11% | +$4.05K | 0.01% | 346 |
|
|
2022
Q2 | $42K | Buy |
1,340
+430
| +47% | +$13.5K | 0.01% | 316 |
|
|
2022
Q1 | $62K | Hold |
910
| – | – | 0.01% | 213 |
|
|
2021
Q4 | $125K | Buy |
+910
| New | +$125K | 0.03% | 121 |
|