Kingswood Wealth 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 | $758K | Sell |
6,572
-366
| -5% | -$42.2K | 0.06% | 312 |
|
|
2025
Q1 | $665K | Sell |
6,938
-550
| -7% | -$52.7K | 0.06% | 328 |
|
|
2024
Q4 | $796K | Buy |
7,488
+1,658
| +28% | +$176K | 0.06% | 320 |
|
|
2024
Q3 | $467K | Buy |
5,830
+1,516
| +35% | +$121K | 0.03% | 468 |
|
|
2024
Q2 | $285K | Buy |
4,314
+1,020
| +31% | +$67.4K | 0.03% | 540 |
|
|
2024
Q1 | $254K | Sell |
3,294
-938
| -22% | -$72.4K | 0.03% | 532 |
|
|
2023
Q4 | $330K | Buy |
+4,232
| New | +$330K | 0.04% | 442 |
|