Number of Shares
3,334.00
Current Holdings Value*
$361,340.00
% of Portfolio
5.16%
Total Estimate Gain
$215,707.15
% of Total Estimate Gain
61.93%

Cromwell Sustainable Balanced Fund's NVIDIA Corp Holding Summary

As of 2025-03-31, Cromwell Sustainable Balanced Fund held 3,334.00 shares of NVIDIA Corp(NVDA), totaling $361,340.00. This investment constitutes 5.16% of their stock portfolio, and Cromwell Sustainable Balanced Fund now holds 0% of the outstanding NVIDIA Corp(NVDA) stock.

The initial trade took place in 2024Q2. And since then Cromwell Sustainable Balanced Fund has made 2 purchases of NVDA, at an average price of $104.48, for a total of 3,334.00 shares. Based on historical transaction data and NVDA's current price of $169.18, Cromwell Sustainable Balanced Fund's estimated gain on his NVDA holdings is $215,707.15, reflecting a 61.93% gain to date.

Cromwell Sustainable Balanced Fund NVDA ($169.18) Holding Chart

Cromwell Sustainable Balanced Fund NVDA ($169.18) 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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