Shelton International Select Equity Fund RHHVF Holdings History
Shelton International Select Equity Fund's Roche Holding AG Holding Summary
As of 2025-03-31, SCM Trust held 6,272.00 shares of Roche Holding AG(RHHVF), totaling $2.06 Mil. This investment constitutes 5.6% of their stock portfolio, and SCM Trust now holds 0% of the outstanding Roche Holding AG(RHHVF) stock.
The initial trade took place in 2024Q2. And since then Shelton International Select Equity Fund has made 1 purchases of RHHVF, at an average price of $253.90, for a total of 6,600.00 shares. In addition, there have been 1 sales at an average price of $321.60 for 328.00 shares. Based on historical transaction data and RHHVF's current price of $333.95, Shelton International Select Equity Fund's estimated gain on his RHHVF holdings is $524,279.20, reflecting a 31.29% gain to date.
Shelton International Select Equity Fund RHHVF ($333.95) Holding Chart
Shelton International Select Equity Fund RHHVF ($333.95) 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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