Calvert Global Equity Fund SCHW Holdings History
Number of Shares
2,414.00
Current Holdings Value*
$188,970.00
% of Portfolio
2.12%
Total Estimate Gain
$45,151.49
% of Total Estimate Gain
24.39%
Calvert Global Equity Fund's Charles Schwab Corp Holding Summary
As of 2025-03-31, Calvert Global Equity Fund held 2,414.00 shares of Charles Schwab Corp(SCHW), totaling $188,970.00. This investment constitutes 2.12% of their stock portfolio, and Calvert Global Equity Fund now holds 0% of the outstanding Charles Schwab Corp(SCHW) stock.
The initial trade took place in 2024Q4. And since then Calvert Global Equity Fund has made 2 purchases of SCHW, at an average price of $76.69, for a total of 2,414.00 shares. Based on historical transaction data and SCHW's current price of $95.40, Calvert Global Equity Fund's estimated gain on his SCHW holdings is $45,151.49, reflecting a 24.39% gain to date.
Calvert Global Equity Fund SCHW ($95.40) Holding Chart
Calvert Global Equity Fund SCHW ($95.40) 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 % |
Top Ranked Articles
- 1