Polen Growth & Income Fund V Holdings History
Number of Shares
595.00
Current Holdings Value*
$205,570.00
% of Portfolio
5.18%
Total Estimate Gain
$65,420.04
% of Total Estimate Gain
42.57%
Polen Growth & Income Fund's Visa Inc Holding Summary
As of 2025-04-30, Polen Growth & Income Fund held 595.00 shares of Visa Inc(V), totaling $205,570.00. This investment constitutes 5.18% of their stock portfolio, and Polen Growth & Income Fund now holds 0% of the outstanding Visa Inc(V) stock.
The initial trade took place in 2023Q4. And since then Polen Growth & Income Fund has made 1 purchases of V, at an average price of $243.19, for a total of 632.00 shares. In addition, there have been 1 sales at an average price of $341.54 for 37.00 shares. Based on historical transaction data and V's current price of $347.02, Polen Growth & Income Fund's estimated gain on his V holdings is $65,420.04, reflecting a 42.57% gain to date.
Polen Growth & Income Fund V ($347.02) Holding Chart
Polen Growth & Income Fund V ($347.02) 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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