FSA
Fort Sheridan Advisors’s Salesforce CRM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $608K | Hold |
2,230
| – | – | 0.09% | 136 |
|
|
2025
Q1 | $598K | Buy |
2,230
+601
| +37% | +$161K | 0.09% | 139 |
|
|
2024
Q4 | $545K | Buy |
1,629
+100
| +7% | +$33.4K | 0.08% | 146 |
|
|
2024
Q3 | $419K | Hold |
1,529
| – | – | 0.06% | 173 |
|
|
2024
Q2 | $393K | Sell |
1,529
-90
| -6% | -$23.1K | 0.06% | 175 |
|
|
2024
Q1 | $488K | Hold |
1,619
| – | – | 0.09% | 136 |
|
|
2023
Q4 | $426K | Buy |
1,619
+301
| +23% | +$79.2K | 0.09% | 136 |
|
|
2023
Q3 | $267K | Hold |
1,318
| – | – | 0.06% | 153 |
|
|
2023
Q2 | $278K | Buy |
1,318
+35
| +3% | +$7.39K | 0.06% | 158 |
|
|
2023
Q1 | $256K | Buy |
+1,283
| New | +$256K | 0.07% | 165 |
|
|
2022
Q4 | – | Sell |
-1,574
| Closed | -$226K | – | 185 |
|
|
2022
Q3 | $226K | Sell |
1,574
-15
| -0.9% | -$2.15K | 0.08% | 163 |
|
|
2022
Q2 | $262K | Sell |
1,589
-170
| -10% | -$28K | 0.09% | 148 |
|
|
2022
Q1 | $373K | Hold |
1,759
| – | – | 0.11% | 121 |
|
|
2021
Q4 | $447K | Sell |
1,759
-274
| -13% | -$69.6K | 0.13% | 117 |
|
|
2021
Q3 | $551K | Buy |
2,033
+148
| +8% | +$40.1K | 0.18% | 97 |
|
|
2021
Q2 | $460K | Buy |
1,885
+75
| +4% | +$18.3K | 0.15% | 102 |
|
|
2021
Q1 | $383K | Sell |
1,810
-3
| -0.2% | -$635 | 0.15% | 93 |
|
|
2020
Q4 | $403K | Buy |
1,813
+413
| +30% | +$91.8K | 0.2% | 73 |
|
|
2020
Q3 | $352K | Buy |
1,400
+108
| +8% | +$27.2K | 0.21% | 67 |
|
|
2020
Q2 | $242K | Buy |
+1,292
| New | +$242K | 0.15% | 85 |
|
|
2020
Q1 | – | Sell |
-1,684
| Closed | -$274K | – | 102 |
|
|
2019
Q4 | $274K | Buy |
1,684
+219
| +15% | +$35.6K | 0.15% | 86 |
|
|
2019
Q3 | $217K | Buy |
+1,465
| New | +$217K | 0.12% | 87 |
|