S&P MidCap Index Fund EQH Holdings History
S&P MidCap Index Fund's Equitable Holdings Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 11,500.00 shares of Equitable Holdings Inc(EQH), totaling $632,730.00. This investment constitutes 0.6% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Equitable Holdings Inc(EQH) stock.
The initial trade took place in 2024Q1. And since then S&P MidCap Index Fund has made 1 purchases of EQH, at an average price of $33.19, for a total of 13,723.00 shares. In addition, there have been 3 sales at an average price of $43.11 for 2,223.00 shares. Based on historical transaction data and EQH's current price of $52.93, S&P MidCap Index Fund's estimated gain on his EQH holdings is $249,061.72, reflecting a 54.68% gain to date.
S&P MidCap Index Fund EQH ($52.93) Holding Chart
S&P MidCap Index Fund EQH ($52.93) 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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