S&P MidCap Index Fund IBKR Holdings History
S&P MidCap Index Fund's Interactive Brokers Group Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 15,848.00 shares of Interactive Brokers Group Inc(IBKR), totaling $809,830.00. This investment constitutes 0.77% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Interactive Brokers Group Inc(IBKR) stock.
The initial trade took place in 2021Q2. And since then S&P MidCap Index Fund has made 1 purchases of IBKR, at an average price of $18.42, for a total of 20,952.00 shares. In addition, there have been 6 sales at an average price of $28.79 for 5,104.00 shares. Based on historical transaction data and IBKR's current price of $64.05, S&P MidCap Index Fund's estimated gain on his IBKR holdings is $776,179.48, reflecting a 201.16% gain to date.
S&P MidCap Index Fund IBKR ($64.05) Holding Chart
S&P MidCap Index Fund IBKR ($64.05) 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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