S&P 500 Index Fund TSLA Holdings History

Number of Shares
15,718.00
Current Holdings Value*
$4.61 Mil
% of Portfolio
1.61%
Total Estimate Gain
$1.73 Mil
% of Total Estimate Gain
45.79%

S&P 500 Index Fund's Tesla Inc Holding Summary

As of 2025-02-28, SHELTON FUNDS held 15,718.00 shares of Tesla Inc(TSLA), totaling $4.61 Mil. This investment constitutes 1.61% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Tesla Inc(TSLA) stock.

The initial trade took place in 2021Q2. And since then S&P 500 Index Fund has made 5 purchases of TSLA, at an average price of $223.64, for a total of 16,903.00 shares. In addition, there have been 5 sales at an average price of $245.73 for 1,185.00 shares. Based on historical transaction data and TSLA's current price of $332.11, S&P 500 Index Fund's estimated gain on his TSLA holdings is $1.73 Mil, reflecting a 45.79% gain to date.

S&P 500 Index Fund TSLA ($332.11) Holding Chart

S&P 500 Index Fund TSLA ($332.11) 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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