Winch 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 | $2.19K | Hold |
19
| – | – | ﹤0.01% | 402 |
|
|
2025
Q1 | $1.81K | Buy |
+19
| New | +$1.81K | ﹤0.01% | 421 |
|
|
2022
Q2 | – | Sell |
-150
| Closed | -$10K | – | 470 |
|
|
2022
Q1 | $10K | Sell |
150
-160
| -52% | -$10.7K | ﹤0.01% | 258 |
|
|
2021
Q4 | $43K | Hold |
310
| – | – | 0.01% | 140 |
|
|
2021
Q3 | $42K | Buy |
310
+220
| +244% | +$29.8K | 0.01% | 144 |
|
|
2021
Q2 | $13K | Sell |
90
-50
| -36% | -$7.22K | ﹤0.01% | 245 |
|
|
2021
Q1 | $15K | Sell |
140
-80
| -36% | -$8.57K | 0.01% | 219 |
|
|
2020
Q4 | $25K | Sell |
220
-100
| -31% | -$11.4K | 0.01% | 140 |
|
|
2020
Q3 | $33K | Buy |
320
+30
| +10% | +$3.09K | 0.01% | 115 |
|
|
2020
Q2 | $28K | Buy |
+290
| New | +$28K | 0.01% | 120 |
|
|
2018
Q3 | – | Sell |
-120
| Closed | -$2K | – | 342 |
|
|
2018
Q2 | $2K | Hold |
120
| – | – | ﹤0.01% | 294 |
|
|
2018
Q1 | $1K | Sell |
120
-100
| -45% | -$833 | ﹤0.01% | 296 |
|
|
2017
Q4 | $2K | Hold |
220
| – | – | ﹤0.01% | 269 |
|
|
2017
Q3 | $3K | Hold |
220
| – | – | ﹤0.01% | 235 |
|
|
2017
Q2 | $2K | Hold |
220
| – | – | ﹤0.01% | 272 |
|
|
2017
Q1 | $1K | Buy |
+220
| New | +$1K | ﹤0.01% | 274 |
|