EQTIX
Shelton Equity Income Fund
1W: -0.7%
1M: -1.8%
3M: +0.2%
YTD: +4.3%
1Y: +4.4%
3Y: +44.4%
5Y: +47.6%
$18.22
+0.11 (+0.61%)
Weekly Expected Move ±1.3%
$18
$18
$18
$18
$19
Institutional Ownership — EQTIX
1
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
0M
Total Invested
0
New Positions
0
Increased
1
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | PRIVATE TRUST CO NA | 0 | $0K | -24,779 | -100.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (0)
No new positions this quarter.
Sold Out (1)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| PRIVATE TRUST CO NA | 24,779 | $451K |
Biggest Increases (0)
None.
Biggest Decreases (0)
None.