Number of Shares
25,267.00
Current Holdings Value*
$1.51 Mil
% of Portfolio
0.65%
Total Estimate Gain
$122,536.85
% of Total Estimate Gain
8.85%

Colorado Capital Management, Inc.'s AMERICAN CENTURY E Holding Summary

As of 2025-06-30, Colorado Capital Management, Inc. held 25,267.00 shares of AMERICAN CENTURY E(ESGY), totaling $1.51 Mil. This investment constitutes 0.65% of their stock portfolio, and Colorado Capital Management, Inc. now holds -% of the outstanding AMERICAN CENTURY E(ESGY) stock.

The initial trade took place in 2024Q2. And since then Colorado Capital Management, Inc. has made 5 purchases of ESGY, at an average price of $54.79, for a total of 25,267.00 shares. Based on historical transaction data and ESGY's current price of $59.64, Colorado Capital Management, Inc.'s estimated gain on his ESGY holdings is $122,536.85, reflecting a 8.85% gain to date.

Colorado Capital Management, Inc. ESGY ($59.64) Holding Chart

Colorado Capital Management, Inc. ESGY ($59.64) 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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