PSI Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,869
| Closed | -$411K | – | 917 |
|
|
2024
Q4 | $411K | Sell |
3,869
-675
| -15% | -$71.8K | 0.12% | 89 |
|
|
2024
Q3 | $364K | Sell |
4,544
-800
| -15% | -$64.1K | 0.11% | 99 |
|
|
2024
Q2 | $353K | Buy |
5,344
+144
| +3% | +$9.51K | 0.11% | 99 |
|
|
2024
Q1 | $401K | Hold |
5,200
| – | – | 0.15% | 87 |
|
|
2023
Q4 | $405K | Hold |
5,200
| – | – | 0.15% | 88 |
|
|
2023
Q3 | $284K | Sell |
5,200
-150
| -3% | -$8.19K | 0.12% | 102 |
|
|
2023
Q2 | $346K | Hold |
5,350
| – | – | 0.15% | 86 |
|
|
2023
Q1 | $256K | Sell |
5,350
-750
| -12% | -$36K | 0.12% | 98 |
|
|
2022
Q4 | $212K | Buy |
6,100
+200
| +3% | +$6.94K | 0.11% | 103 |
|
|
2022
Q3 | $159K | Buy |
5,900
+2,150
| +57% | +$57.9K | 0.08% | 125 |
|
|
2022
Q2 | $117K | Buy |
3,750
+430
| +13% | +$13.4K | 0.06% | 161 |
|
|
2022
Q1 | $224K | Buy |
3,320
+1,250
| +60% | +$84.3K | 0.09% | 134 |
|
|
2021
Q4 | $285K | Sell |
2,070
-30
| -1% | -$4.13K | 0.12% | 122 |
|
|
2021
Q3 | $285K | Hold |
2,100
| – | – | 0.13% | 120 |
|
|
2021
Q2 | $306K | Buy |
+2,100
| New | +$306K | 0.16% | 110 |
|
|
2020
Q1 | – | Sell |
-1,000
| Closed | -$39K | – | 505 |
|
|
2019
Q4 | $39K | Buy |
+1,000
| New | +$39K | 0.03% | 291 |
|