S&P MidCap Index Fund RBA Holdings History

Number of Shares
6,710.00
Current Holdings Value*
$686,970.00
% of Portfolio
0.65%
Total Estimate Gain
$212,392.44
% of Total Estimate Gain
37.20%

S&P MidCap Index Fund's RB Global Inc Holding Summary

As of 2025-02-28, SHELTON FUNDS held 6,710.00 shares of RB Global Inc(RBA), totaling $686,970.00. This investment constitutes 0.65% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding RB Global Inc(RBA) stock.

The initial trade took place in 2024Q3. And since then S&P MidCap Index Fund has made 1 purchases of RBA, at an average price of $79.17, for a total of 7,211.00 shares. In addition, there have been 2 sales at an average price of $89.79 for 501.00 shares. Based on historical transaction data and RBA's current price of $110.03, S&P MidCap Index Fund's estimated gain on his RBA holdings is $212,392.44, reflecting a 37.20% gain to date.

S&P MidCap Index Fund RBA ($110.03) Holding Chart

S&P MidCap Index Fund RBA ($110.03) 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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