S&P MidCap Index Fund WSO Holdings History
Number of Shares
1,256.00
Current Holdings Value*
$633,440.00
% of Portfolio
0.6%
Total Estimate Gain
$300,693.33
% of Total Estimate Gain
58.93%
S&P MidCap Index Fund's Watsco Inc Holding Summary
As of 2025-02-28, SHELTON FUNDS held 1,256.00 shares of Watsco Inc(WSO), totaling $633,440.00. This investment constitutes 0.6% of their stock portfolio, and SHELTON FUNDS now holds 0% of the outstanding Watsco Inc(WSO) stock.
The initial trade took place in 2021Q2. In addition, there have been 7 sales at an average price of $367.99 for 597.00 shares. Based on historical transaction data and WSO's current price of $470.75, S&P MidCap Index Fund's estimated gain on his WSO holdings is $300,693.33, reflecting a 58.93% gain to date.
S&P MidCap Index Fund WSO ($470.75) Holding Chart
S&P MidCap Index Fund WSO ($470.75) 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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