ALPS Balanced Opportunity Fund AAPL Holdings History
ALPS Balanced Opportunity Fund's Apple Inc Holding Summary
As of 2025-04-30, ALPS Balanced Opportunity Fund held 441.00 shares of Apple Inc(AAPL), totaling $93,710.00. This investment constitutes 0.83% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding Apple Inc(AAPL) stock.
The initial trade took place in 2020Q4. And since then ALPS Balanced Opportunity Fund has made 5 purchases of AAPL, at an average price of $135.77, for a total of 7,745.00 shares. In addition, there have been 12 sales at an average price of $175.70 for 7,304.00 shares. Based on historical transaction data and AAPL's current price of $211.21, ALPS Balanced Opportunity Fund's estimated gain on his AAPL holdings is $324,949.58, reflecting a 30.90% gain to date.
ALPS Balanced Opportunity Fund AAPL ($211.21) Holding Chart
ALPS Balanced Opportunity Fund AAPL ($211.21) 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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