N.E.W. Advisory Services’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $68.6K | Buy |
595
+83
| +16% | +$9.57K | 0.01% | 276 |
|
|
2025
Q1 | $48.9K | Buy |
+512
| New | +$48.9K | ﹤0.01% | 365 |
|
|
2021
Q1 | – | Sell |
-11,020
| Closed | -$1.25M | – | 138 |
|
|
2020
Q4 | $1.25M | Sell |
11,020
-4,000
| -27% | -$453K | 0.26% | 47 |
|
|
2020
Q3 | $1.54M | Buy |
15,020
+11,020
| +276% | +$1.13M | 0.43% | 36 |
|
|
2020
Q2 | $380K | Buy |
+4,000
| New | +$380K | 0.12% | 66 |
|