BerganKDV Wealth Management’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $13.6K | Sell |
210
-190
| -48% | -$12.3K | ﹤0.01% | 527 |
|
|
2023
Q1 | $19.2K | Buy |
400
+200
| +100% | +$9.59K | ﹤0.01% | 522 |
|
|
2022
Q4 | $6.94K | Hold |
200
| – | – | ﹤0.01% | 625 |
|
|
2022
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 690 |
|
|
2022
Q2 | $6K | Hold |
200
| – | – | ﹤0.01% | 678 |
|
|
2022
Q1 | $14K | Hold |
200
| – | – | ﹤0.01% | 564 |
|
|
2021
Q4 | $28K | Sell |
200
-100
| -33% | -$14K | ﹤0.01% | 496 |
|
|
2021
Q3 | $41K | Hold |
300
| – | – | ﹤0.01% | 429 |
|
|
2021
Q2 | $44K | Buy |
300
+100
| +50% | +$14.7K | 0.01% | 406 |
|
|
2021
Q1 | $22K | Hold |
200
| – | – | ﹤0.01% | 473 |
|
|
2020
Q4 | $23K | Buy |
+200
| New | +$23K | ﹤0.01% | 454 |
|
|
2019
Q3 | – | Sell |
-500
| Closed | -$15K | – | 748 |
|
|
2019
Q2 | $15K | Hold |
500
| – | – | ﹤0.01% | 470 |
|
|
2019
Q1 | $10K | Buy |
+500
| New | +$10K | ﹤0.01% | 532 |
|