S&P MidCap Index Fund DT Holdings History

Number of Shares
10,862.00
Current Holdings Value*
$621,850.00
% of Portfolio
0.59%
Total Estimate Gain
$175,062.82
% of Total Estimate Gain
37.63%

S&P MidCap Index Fund's Dynatrace Inc Holding Summary

As of 2025-02-28, SHELTON FUNDS held 10,862.00 shares of Dynatrace Inc(DT), totaling $621,850.00. This investment constitutes 0.59% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Dynatrace Inc(DT) stock.

The initial trade took place in 2022Q4. And since then S&P MidCap Index Fund has made 2 purchases of DT, at an average price of $38.53, for a total of 12,073.00 shares. In addition, there have been 4 sales at an average price of $51.00 for 1,211.00 shares. Based on historical transaction data and DT's current price of $53.26, S&P MidCap Index Fund's estimated gain on his DT holdings is $175,062.82, reflecting a 37.63% gain to date.

S&P MidCap Index Fund DT ($53.26) Holding Chart

S&P MidCap Index Fund DT ($53.26) 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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