Shelton International Select Equity Fund HELKF Holdings History
Shelton International Select Equity Fund's Henkel AG & Co KGaA Holding Summary
As of 2025-03-31, SCM Trust held 7,500.00 shares of Henkel AG & Co KGaA(HELKF), totaling $540,000.00. This investment constitutes 1.47% of their stock portfolio, and SCM Trust now holds 0% of the outstanding Henkel AG & Co KGaA(HELKF) stock.
The initial trade took place in 2024Q2. And since then Shelton International Select Equity Fund has made 1 purchases of HELKF, at an average price of $74.82, for a total of 16,200.00 shares. In addition, there have been 1 sales at an average price of $77.84 for 8,700.00 shares. Based on historical transaction data and HELKF's current price of $70.90, Shelton International Select Equity Fund's estimated gain on his HELKF holdings is $-3,126.00, reflecting a -0.26% gain to date.
Shelton International Select Equity Fund HELKF ($70.90) Holding Chart
Shelton International Select Equity Fund HELKF ($70.90) 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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