S&P 500 Index Fund SW Holdings History
S&P 500 Index Fund's Smurfit WestRock PLC Holding Summary
As of 2025-02-28, SHELTON FUNDS held 2,795.00 shares of Smurfit WestRock PLC(SW), totaling $145,540.00. This investment constitutes 0.05% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Smurfit WestRock PLC(SW) stock.
The initial trade took place in 2024Q3. And since then S&P 500 Index Fund has made 2 purchases of SW, at an average price of $48.73, for a total of 2,795.00 shares. Based on historical transaction data and SW's current price of $45.44, S&P 500 Index Fund's estimated gain on his SW holdings is $-9,201.55, reflecting a -6.76% gain to date.
S&P 500 Index Fund SW ($45.44) Holding Chart
S&P 500 Index Fund SW ($45.44) 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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