1919 Variable Socially Responsive Balanced Fund MSFT Holdings History
Number of Shares
4,744.00
Current Holdings Value*
$1.78 Mil
% of Portfolio
7.05%
Total Estimate Gain
$1.89 Mil
% of Total Estimate Gain
140.99%
1919 Variable Socially Responsive Balanced Fund's Microsoft Corp Holding Summary
As of 2023-12-31, Trust for Advised Portfolios held 4,744.00 shares of Microsoft Corp(MSFT), totaling $1.78 Mil. This investment constitutes 7.05% of their stock portfolio, and Trust for Advised Portfolios now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q1. In addition, there have been 10 sales at an average price of $250.45 for 3,421.00 shares. Based on historical transaction data and MSFT's current price of $501.48, 1919 Variable Socially Responsive Balanced Fund's estimated gain on his MSFT holdings is $1.89 Mil, reflecting a 140.99% gain to date.
1919 Variable Socially Responsive Balanced Fund MSFT ($501.48) Holding Chart
1919 Variable Socially Responsive Balanced Fund MSFT ($501.48) 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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