EFS
Essex Financial Services’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $647K | Buy |
5,609
+1,794
| +47% | +$207K | 0.04% | 356 |
|
|
2025
Q1 | $364K | Buy |
+3,815
| New | +$364K | 0.03% | 451 |
|
|
2024
Q4 | – | Sell |
-4,294
| Closed | -$350K | – | 656 |
|
|
2024
Q3 | $350K | Buy |
4,294
+40
| +0.9% | +$3.26K | 0.03% | 451 |
|
|
2024
Q2 | $292K | Buy |
4,254
+197
| +5% | +$13.5K | 0.02% | 487 |
|
|
2024
Q1 | $313K | Sell |
4,057
-609
| -13% | -$47K | 0.03% | 410 |
|
|
2023
Q4 | $363K | Sell |
4,666
-42
| -0.9% | -$3.27K | 0.04% | 360 |
|
|
2023
Q3 | $257K | Sell |
4,708
-50
| -1% | -$2.73K | 0.03% | 393 |
|
|
2023
Q2 | $307K | Buy |
4,758
+18
| +0.4% | +$1.16K | 0.03% | 364 |
|
|
2023
Q1 | $227K | Buy |
+4,740
| New | +$227K | 0.02% | 445 |
|
|
2022
Q2 | – | Sell |
-395
| Closed | -$267K | – | 520 |
|
|
2022
Q1 | $267K | Buy |
395
+102
| +35% | +$68.9K | 0.03% | 411 |
|
|
2021
Q4 | $404K | Buy |
+293
| New | +$404K | 0.04% | 315 |
|
|
2021
Q1 | – | Sell |
-399
| Closed | -$452K | – | 366 |
|
|
2020
Q4 | $452K | Buy |
+399
| New | +$452K | 0.09% | 197 |
|