BA
BKS Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $289K | Buy |
+1,400
| New | +$289K | 0.12% | 166 |
|
|
2018
Q2 | – | Sell |
-19,635
| Closed | -$2.45M | – | 241 |
|
|
2018
Q1 | $2.45M | Sell |
19,635
-2,520
| -11% | -$314K | 0.89% | 35 |
|
|
2017
Q4 | $2.24M | Sell |
22,155
-200
| -0.9% | -$20.2K | 0.81% | 40 |
|
|
2017
Q3 | $2.6M | Buy |
22,355
+60
| +0.3% | +$6.99K | 1.01% | 31 |
|
|
2017
Q2 | $1.94M | Buy |
22,295
+2,395
| +12% | +$208K | 0.79% | 38 |
|
|
2017
Q1 | $1.36M | Buy |
+19,900
| New | +$1.36M | 0.59% | 55 |
|