MONECO 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 | $771K | Buy |
6,685
+59
| +0.9% | +$6.81K | 0.07% | 223 |
|
2025
Q1 | $632K | Sell |
6,626
-59
| -0.9% | -$5.63K | 0.07% | 236 |
|
2024
Q4 | $711K | Sell |
6,685
-263
| -4% | -$28K | 0.08% | 222 |
|
2024
Q3 | $557K | Buy |
6,948
+330
| +5% | +$26.4K | 0.07% | 239 |
|
2024
Q2 | $437K | Buy |
+6,618
| New | +$437K | 0.06% | 256 |
|
2024
Q1 | – | Sell |
-2,643
| Closed | -$206K | – | 420 |
|
2023
Q4 | $206K | Buy |
+2,643
| New | +$206K | 0.04% | 364 |
|
2023
Q3 | – | Sell |
-3,460
| Closed | -$224K | – | 350 |
|
2023
Q2 | $224K | Buy |
+3,460
| New | +$224K | 0.06% | 301 |
|
2022
Q2 | – | Sell |
-3,470
| Closed | -$235K | – | 264 |
|
2022
Q1 | $235K | Sell |
3,470
-50
| -1% | -$3.39K | 0.09% | 216 |
|
2021
Q4 | $285K | Sell |
3,520
-480
| -12% | -$38.9K | 0.11% | 189 |
|
2021
Q3 | $542K | Buy |
4,000
+320
| +9% | +$43.4K | 0.21% | 107 |
|
2021
Q2 | $538K | Hold |
3,680
| – | – | 0.25% | 96 |
|
2021
Q1 | $407K | Buy |
3,680
+40
| +1% | +$4.42K | 0.2% | 117 |
|
2020
Q4 | $437K | Hold |
3,640
| – | – | 0.24% | 96 |
|
2020
Q3 | $372K | Sell |
3,640
-400
| -10% | -$40.9K | 0.24% | 96 |
|
2020
Q2 | $383K | Sell |
4,040
-3,660
| -48% | -$347K | 0.3% | 82 |
|
2020
Q1 | $321K | Buy |
7,700
+40
| +0.5% | +$1.67K | 0.33% | 75 |
|
2019
Q4 | $348K | Hold |
7,660
| – | – | 0.25% | 89 |
|
2019
Q3 | $239K | Buy |
+7,660
| New | +$239K | 0.19% | 117 |
|