BerganKDV Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.6K | Sell |
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|
2023
Q1 | $19.2K | Buy |
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|
2022
Q4 | $6.94K | Hold |
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|
2022
Q3 | $5K | Hold |
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|
2022
Q2 | $6K | Hold |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $28K | Sell |
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|
2021
Q3 | $41K | Hold |
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|
2021
Q2 | $44K | Buy |
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|
2021
Q1 | $22K | Hold |
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|
2020
Q4 | $23K | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $15K | Hold |
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|
2019
Q1 | $10K | Buy |
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