A detailed history of Bergan Kdv Wealth Management, LLC transactions in Shopify Inc. stock. As of the latest transaction made, Bergan Kdv Wealth Management, LLC holds 210 shares of SHOP stock, worth $23,137. This represents 0.0% of its overall portfolio holdings.

Number of Shares
210
Previous 400 47.5%
Holding current value
$23,137
Previous $19,000 31.58%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Jul 24, 2023

SELL
$44.78 - $66.1 $8,508 - $12,558
-190 Reduced 47.5%
210 $13,000
Q1 2023

Apr 27, 2023

BUY
$35.68 - $53.63 $7,136 - $10,726
200 Added 100.0%
400 $19,000
Q2 2022

Jul 13, 2022

BUY
$30.35 - $72.73 $5,463 - $13,091
180 Added 900.0%
200 $6,000
Q4 2021

Jan 28, 2022

SELL
$128.22 - $169.06 $1,282 - $1,690
-10 Reduced 33.33%
20 $28,000
Q2 2021

Aug 10, 2021

BUY
$104.78 - $150.84 $1,047 - $1,508
10 Added 50.0%
30 $44,000
Q4 2020

Feb 04, 2021

BUY
$88.58 - $127.71 $1,771 - $2,554
20 New
20 $23,000
Q3 2019

Nov 08, 2019

SELL
$29.55 - $40.7 $1,477 - $2,035
-50 Closed
0 $0
Q1 2019

May 09, 2019

BUY
$12.98 - $20.82 $649 - $1,041
50 New
50 $10,000

Others Institutions Holding SHOP

About SHOPIFY INC.


  • Ticker SHOP
  • Exchange NYSE
  • Sector Technology
  • Industry Software—Application
  • Shares Outstandng 1,190,109,952
  • Market Cap $131B
  • Description
  • Shopify Inc., a commerce company, provides a commerce platform and services in Canada, the United States, Europe, the Middle East, Africa, the Asia Pacific, and Latin America. The company's platform enables merchants to displays, manages, markets, and sells its products through various sales channels, including web and mobile storefronts, physic...
More about SHOP
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