Steward Small Cap Growth Fund MSTR Holdings History
Steward Small Cap Growth Fund's Strategy Holding Summary
As of 2024-07-31, Steward Small Cap Growth Fund held - shares of Strategy(MSTR), totaling N/A. This investment constitutes 0% of their stock portfolio, and Steward Small Cap Growth Fund now holds 0% of the outstanding Strategy(MSTR) stock.
The initial trade took place in 2024Q2. And since then Steward Small Cap Growth Fund has made 1 purchases of MSTR, at an average price of $119.61, for a total of 3,100.00 shares. In addition, there have been 1 sales at an average price of $149.89 for 3,100.00 shares. Based on historical transaction data and MSTR's current price of $434.58, Steward Small Cap Growth Fund's estimated gain on his MSTR holdings is $93,868.00, reflecting a 25.32% gain to date.
Steward Small Cap Growth Fund MSTR ($434.58) Holding Chart
Steward Small Cap Growth Fund MSTR ($434.58) 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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