NIWA
New Insight Wealth Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $469K | Sell |
4,062
-94
| -2% | -$10.8K | 0.19% | 69 |
|
|
2025
Q1 | $397K | Sell |
4,156
-40
| -1% | -$3.82K | 0.18% | 68 |
|
|
2024
Q4 | $446K | Hold |
4,196
| – | – | 0.22% | 59 |
|
|
2024
Q3 | $336K | Buy |
4,196
+501
| +14% | +$40.2K | 0.18% | 62 |
|
|
2024
Q2 | $244K | Buy |
3,695
+230
| +7% | +$15.2K | 0.14% | 68 |
|
|
2024
Q1 | $267K | Hold |
3,465
| – | – | 0.17% | 65 |
|
|
2023
Q4 | $270K | Buy |
+3,465
| New | +$270K | 0.18% | 66 |
|