EWA
Evolution Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,381
| Closed | -$227K | – | 176 |
|
|
2025
Q1 | $227K | Sell |
2,381
-272
| -10% | -$26K | 0.04% | 134 |
|
|
2024
Q4 | $282K | Sell |
2,653
-90
| -3% | -$9.57K | 0.05% | 117 |
|
|
2024
Q3 | $220K | Buy |
+2,743
| New | +$220K | 0.04% | 121 |
|
|
2024
Q2 | – | Sell |
-2,945
| Closed | -$227K | – | 139 |
|
|
2024
Q1 | $227K | Buy |
2,945
+135
| +5% | +$10.4K | 0.04% | 120 |
|
|
2023
Q4 | $219K | Buy |
+2,810
| New | +$219K | 0.04% | 117 |
|
|
2023
Q1 | – | Sell |
-21,181
| Closed | -$735K | – | 131 |
|
|
2022
Q4 | $735K | Sell |
21,181
-16,150
| -43% | -$561K | 0.19% | 58 |
|
|
2022
Q3 | $1.01M | Buy |
37,331
+3,231
| +9% | +$87.1K | 0.28% | 48 |
|
|
2022
Q2 | $1.07M | Buy |
34,100
+30,725
| +910% | +$960K | 0.27% | 52 |
|
|
2022
Q1 | $2.28M | Buy |
3,375
+3,102
| +1,136% | +$2.1M | 0.47% | 38 |
|
|
2021
Q4 | $376 | Hold |
273
| – | – | 0.06% | 86 |
|
|
2021
Q3 | $370K | Buy |
273
+2
| +0.7% | +$2.71K | 0.08% | 71 |
|
|
2021
Q2 | $396K | Hold |
271
| – | – | 0.08% | 75 |
|
|
2021
Q1 | $300K | Buy |
271
+15
| +6% | +$16.6K | 0.07% | 87 |
|
|
2020
Q4 | $290K | Sell |
256
-41
| -14% | -$46.4K | 0.07% | 89 |
|
|
2020
Q3 | $304K | Buy |
297
+46
| +18% | +$47.1K | 0.08% | 80 |
|
|
2020
Q2 | $238K | Buy |
251
+109
| +77% | +$103K | 0.08% | 73 |
|
|
2020
Q1 | $59K | Buy |
142
+129
| +992% | +$53.6K | 0.02% | 107 |
|
|
2019
Q4 | $5K | Buy |
+13
| New | +$5K | ﹤0.01% | 410 |
|
|
2019
Q1 | – | Sell |
-401
| Closed | -$56K | – | 143 |
|
|
2018
Q4 | $56K | Buy |
+401
| New | +$56K | 0.03% | 92 |
|