Berman Capital Advisors’s Shopify SHOP Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $575K | Buy |
4,250
+1,040
| +32% | +$141K | 0.09% | 120 |
|
|
2021
Q2 | $468K | Buy |
3,210
+10
| +0.3% | +$1.46K | 0.07% | 122 |
|
|
2021
Q1 | $352K | Sell |
3,200
-70
| -2% | -$7.7K | 0.07% | 129 |
|
|
2020
Q4 | $368K | Buy |
3,270
+460
| +16% | +$51.8K | 0.09% | 105 |
|
|
2020
Q3 | $287K | Buy |
2,810
+2,660
| +1,773% | +$272K | 0.08% | 111 |
|
|
2020
Q2 | $13K | Buy |
150
+40
| +36% | +$3.47K | ﹤0.01% | 675 |
|
|
2020
Q1 | $4K | Sell |
110
-10,300
| -99% | -$375K | ﹤0.01% | 965 |
|
|
2019
Q4 | $412K | Hold |
10,410
| – | – | 0.12% | 79 |
|
|
2019
Q3 | $324K | Buy |
10,410
+10,310
| +10,310% | +$321K | 0.1% | 93 |
|
|
2019
Q2 | $3K | Hold |
100
| – | – | ﹤0.01% | 1122 |
|
|
2019
Q1 | $2K | Hold |
100
| – | – | ﹤0.01% | 1119 |
|
|
2018
Q4 | $1K | Buy |
+100
| New | +$1K | ﹤0.01% | 1055 |
|