S&P MidCap Index Fund DOCU Holdings History
Number of Shares
7,449.00
Current Holdings Value*
$619,530.00
% of Portfolio
0.59%
Total Estimate Gain
$88,885.12
% of Total Estimate Gain
16.64%
S&P MidCap Index Fund's Docusign Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 7,449.00 shares of Docusign Inc(DOCU), totaling $619,530.00. This investment constitutes 0.59% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Docusign Inc(DOCU) stock.
The initial trade took place in 2024Q4. And since then S&P MidCap Index Fund has made 1 purchases of DOCU, at an average price of $68.49, for a total of 7,799.00 shares. In addition, there have been 1 sales at an average price of $90.89 for 350.00 shares. Based on historical transaction data and DOCU's current price of $79.37, S&P MidCap Index Fund's estimated gain on his DOCU holdings is $88,885.12, reflecting a 16.64% gain to date.
S&P MidCap Index Fund DOCU ($79.37) Holding Chart
S&P MidCap Index Fund DOCU ($79.37) 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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