Number of Shares
5,767.00
Current Holdings Value*
$604,150.00
% of Portfolio
3.87%
Total Estimate Gain
$514,688.60
% of Total Estimate Gain
40.34%

Guinness Atkinson Alternative Energy Fund's Itron Inc Holding Summary

As of 2025-03-31, GUINNESS ATKINSON FUNDS held 5,767.00 shares of Itron Inc(ITRI), totaling $604,150.00. This investment constitutes 3.87% of their stock portfolio, and GUINNESS ATKINSON FUNDS now holds 0.01% of the outstanding Itron Inc(ITRI) stock.

The initial trade took place in 2020Q1. And since then Guinness Atkinson Alternative Energy Fund has made 7 purchases of ITRI, at an average price of $72.85, for a total of 17,517.00 shares. In addition, there have been 9 sales at an average price of $85.34 for 11,750.00 shares. Based on historical transaction data and ITRI's current price of $136.63, Guinness Atkinson Alternative Energy Fund's estimated gain on his ITRI holdings is $514,688.60, reflecting a 40.34% gain to date.

Guinness Atkinson Alternative Energy Fund ITRI ($136.63) Holding Chart

Guinness Atkinson Alternative Energy Fund ITRI ($136.63) 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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