FSA
Fort Sheridan Advisors’s Shopify SHOP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $370K | Hold |
3,210
| – | – | 0.05% | 188 |
|
|
2025
Q1 | $306K | Hold |
3,210
| – | – | 0.05% | 199 |
|
|
2024
Q4 | $341K | Sell |
3,210
-82
| -2% | -$8.72K | 0.05% | 189 |
|
|
2024
Q3 | $264K | Buy |
3,292
+82
| +3% | +$6.57K | 0.04% | 210 |
|
|
2024
Q2 | $212K | Hold |
3,210
| – | – | 0.03% | 218 |
|
|
2024
Q1 | $248K | Hold |
3,210
| – | – | 0.05% | 172 |
|
|
2023
Q4 | $250K | Buy |
+3,210
| New | +$250K | 0.05% | 167 |
|
|
2023
Q3 | – | Sell |
-3,110
| Closed | -$201K | – | 202 |
|
|
2023
Q2 | $201K | Buy |
+3,110
| New | +$201K | 0.05% | 190 |
|