New England Capital 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 | $1.27K | Hold |
11
| – | – | ﹤0.01% | 357 |
|
2025
Q1 | $1.05K | Hold |
11
| – | – | ﹤0.01% | 335 |
|
2024
Q4 | $1.17K | Hold |
11
| – | – | ﹤0.01% | 350 |
|
2024
Q3 | $882 | Hold |
11
| – | – | ﹤0.01% | 350 |
|
2024
Q2 | $727 | Hold |
11
| – | – | ﹤0.01% | 350 |
|
2024
Q1 | $849 | Sell |
11
-2,000
| -99% | -$154K | ﹤0.01% | 342 |
|
2023
Q4 | $157K | Hold |
2,011
| – | – | 0.09% | 60 |
|
2023
Q3 | $110K | Hold |
2,011
| – | – | 0.08% | 68 |
|
2023
Q2 | $130K | Sell |
2,011
-1,000
| -33% | -$64.6K | 0.09% | 61 |
|
2023
Q1 | $144K | Sell |
3,011
-29
| -1% | -$1.39K | 0.1% | 60 |
|
2022
Q4 | $123K | Buy |
+3,040
| New | +$123K | 0.09% | 64 |
|