Cromwell Sustainable Balanced Fund BLDR Holdings History
Number of Shares
1,510.00
Current Holdings Value*
$188,660.00
% of Portfolio
2.69%
Total Estimate Gain
$-47,029.67
% of Total Estimate Gain
-19.00%
Cromwell Sustainable Balanced Fund's Builders FirstSource Inc Holding Summary
As of 2025-03-31, Cromwell Sustainable Balanced Fund held 1,510.00 shares of Builders FirstSource Inc(BLDR), totaling $188,660.00. This investment constitutes 2.69% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding Builders FirstSource Inc(BLDR) stock.
The initial trade took place in 2024Q4. And since then Cromwell Sustainable Balanced Fund has made 2 purchases of BLDR, at an average price of $163.94, for a total of 1,510.00 shares. Based on historical transaction data and BLDR's current price of $132.79, Cromwell Sustainable Balanced Fund's estimated gain on his BLDR holdings is $-47,029.67, reflecting a -19.00% gain to date.
Cromwell Sustainable Balanced Fund BLDR ($132.79) Holding Chart
Cromwell Sustainable Balanced Fund BLDR ($132.79) 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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