S&P MidCap Index Fund FOUR Holdings History
Number of Shares
2,456.00
Current Holdings Value*
$242,530.00
% of Portfolio
0.23%
Total Estimate Gain
$-5,010.24
% of Total Estimate Gain
-1.88%
S&P MidCap Index Fund's Shift4 Payments Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 2,456.00 shares of Shift4 Payments Inc(FOUR), totaling $242,530.00. This investment constitutes 0.23% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Shift4 Payments Inc(FOUR) stock.
The initial trade took place in 2025Q1. And since then S&P MidCap Index Fund has made 1 purchases of FOUR, at an average price of $108.60, for a total of 2,456.00 shares. Based on historical transaction data and FOUR's current price of $106.56, S&P MidCap Index Fund's estimated gain on his FOUR holdings is $-5,010.24, reflecting a -1.88% gain to date.
S&P MidCap Index Fund FOUR ($106.56) Holding Chart
S&P MidCap Index Fund FOUR ($106.56) 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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