S&P 500 Index Fund WELL Holdings History

Number of Shares
3,278.00
Current Holdings Value*
$503,210.00
% of Portfolio
0.18%
Total Estimate Gain
$257,958.95
% of Total Estimate Gain
94.96%

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

As of 2025-02-28, SHELTON FUNDS held 3,278.00 shares of Welltower Inc(WELL), totaling $503,210.00. This investment constitutes 0.18% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Welltower Inc(WELL) stock.

The initial trade took place in 2021Q2. And since then S&P 500 Index Fund has made 1 purchases of WELL, at an average price of $82.87, for a total of 3,278.00 shares. Based on historical transaction data and WELL's current price of $161.57, S&P 500 Index Fund's estimated gain on his WELL holdings is $257,958.95, reflecting a 94.96% gain to date.

S&P 500 Index Fund WELL ($161.57) Holding Chart

S&P 500 Index Fund WELL ($161.57) 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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