Colorado Capital Management, Inc. ESGY Holdings History
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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