The Small Capitalization - Mid Capitalization Equity Portfolio MSTR Holdings History
The Small Capitalization - Mid Capitalization Equity Portfolio's Strategy Holding Summary
As of 2024-03-31, HC CAPITAL TRUST held 7,220.00 shares of Strategy(MSTR), totaling $1.23 Mil. This investment constitutes 1.47% of their stock portfolio, and HC CAPITAL TRUST now holds 0% of the outstanding Strategy(MSTR) stock.
The initial trade took place in 2019Q4. And since then The Small Capitalization - Mid Capitalization Equity Portfolio has made 3 purchases of MSTR, at an average price of $22.42, for a total of 10,350.00 shares. In addition, there have been 2 sales at an average price of $19.44 for 3,130.00 shares. Based on historical transaction data and MSTR's current price of $423.22, The Small Capitalization - Mid Capitalization Equity Portfolio's estimated gain on his MSTR holdings is $2.88 Mil, reflecting a 1243.32% gain to date.
The Small Capitalization - Mid Capitalization Equity Portfolio MSTR ($423.22) Holding Chart
The Small Capitalization - Mid Capitalization Equity Portfolio MSTR ($423.22) 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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