Number of Shares
2,109.00
Current Holdings Value*
$200,360.00
% of Portfolio
5.05%
Total Estimate Gain
$98,758.21
% of Total Estimate Gain
49.42%

Polen Growth & Income Fund's Shopify Inc Holding Summary

As of 2025-04-30, Polen Growth & Income Fund held 2,109.00 shares of Shopify Inc(SHOP), totaling $200,360.00. This investment constitutes 5.05% of their stock portfolio, and Polen Growth & Income Fund now holds 0% of the outstanding Shopify Inc(SHOP) stock.

The initial trade took place in 2024Q3. And since then Polen Growth & Income Fund has made 3 purchases of SHOP, at an average price of $75.93, for a total of 2,632.00 shares. In addition, there have been 1 sales at an average price of $107.02 for 523.00 shares. Based on historical transaction data and SHOP's current price of $115.05, Polen Growth & Income Fund's estimated gain on his SHOP holdings is $98,758.21, reflecting a 49.42% gain to date.

Polen Growth & Income Fund SHOP ($115.05) Holding Chart

Polen Growth & Income Fund SHOP ($115.05) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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