McClarren Financial 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 | – | Sell |
-190
| Closed | -$49K | – | 257 |
|
|
2025
Q1 | $49K | Sell |
190
-330
| -63% | -$85.1K | 0.03% | 134 |
|
|
2024
Q4 | $55K | Buy |
520
+360
| +225% | +$38.1K | 0.15% | 77 |
|
|
2024
Q3 | $56 | Buy |
160
+28
| +21% | +$10 | 0.01% | 116 |
|
|
2024
Q2 | $34K | Sell |
132
-388
| -75% | -$99.9K | 0.02% | 171 |
|
|
2024
Q1 | $41K | Hold |
520
| – | – | 0.03% | 158 |
|
|
2023
Q4 | $41K | Hold |
520
| – | – | 0.03% | 174 |
|
|
2023
Q3 | $28K | Hold |
520
| – | – | 0.02% | 185 |
|
|
2023
Q2 | $33K | Hold |
520
| – | – | 0.03% | 181 |
|
|
2023
Q1 | $24K | Hold |
520
| – | – | 0.02% | 193 |
|
|
2022
Q4 | $18K | Hold |
520
| – | – | 0.02% | 219 |
|
|
2022
Q3 | $14K | Buy |
+520
| New | +$14K | 0.01% | 225 |
|
|
2022
Q2 | – | Sell |
-170
| Closed | -$11K | – | 223 |
|
|
2022
Q1 | $11K | Sell |
170
-350
| -67% | -$22.6K | 0.01% | 206 |
|
|
2021
Q4 | $72K | Hold |
520
| – | – | 0.05% | 114 |
|
|
2021
Q3 | $70K | Hold |
520
| – | – | 0.05% | 97 |
|
|
2021
Q2 | $75K | Buy |
520
+350
| +206% | +$50.5K | 0.06% | 95 |
|
|
2021
Q1 | $19K | Sell |
170
-330
| -66% | -$36.9K | 0.02% | 163 |
|
|
2020
Q4 | $56K | Buy |
+500
| New | +$56K | 0.05% | 96 |
|