S&P 500 Index Fund O Holdings History
S&P 500 Index Fund's Realty Income Corp Holding Summary
As of 2025-02-28, SHELTON FUNDS held 4,933.00 shares of Realty Income Corp(O), totaling $281,330.00. This investment constitutes 0.1% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Realty Income Corp(O) stock.
The initial trade took place in 2021Q2. And since then S&P 500 Index Fund has made 2 purchases of O, at an average price of $62.21, for a total of 4,933.00 shares. Based on historical transaction data and O's current price of $56.39, S&P 500 Index Fund's estimated gain on his O holdings is $-28,703.64, reflecting a -9.35% gain to date.
S&P 500 Index Fund O ($56.39) Holding Chart
S&P 500 Index Fund O ($56.39) 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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