Number of Shares
2,892.00
Current Holdings Value*
$652,030.00
% of Portfolio
3.11%
Total Estimate Gain
$404,501.04
% of Total Estimate Gain
53.04%

SBH WORKPLACE EQUALITY FUND's Visa Inc Holding Summary

As of 2023-03-31, SBH WORKPLACE EQUALITY FUND held 2,892.00 shares of Visa Inc(V), totaling $652,030.00. This investment constitutes 3.11% of their stock portfolio, and SBH WORKPLACE EQUALITY FUND now holds 0% of the outstanding Visa Inc(V) stock.

The initial trade took place in 2021Q4. And since then SBH WORKPLACE EQUALITY FUND has made 1 purchases of V, at an average price of $214.28, for a total of 3,559.00 shares. In addition, there have been 2 sales at an average price of $211.13 for 667.00 shares. Based on historical transaction data and V's current price of $354.88, SBH WORKPLACE EQUALITY FUND's estimated gain on his V holdings is $404,501.04, reflecting a 53.04% gain to date.

SBH WORKPLACE EQUALITY FUND V ($354.88) Holding Chart

SBH WORKPLACE EQUALITY FUND V ($354.88) 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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