ALPS Balanced Opportunity Fund AMZN Holdings History
ALPS Balanced Opportunity Fund's Amazon.com Inc Holding Summary
As of 2025-04-30, ALPS Balanced Opportunity Fund held 1,744.00 shares of Amazon.com Inc(AMZN), totaling $321,630.00. This investment constitutes 2.86% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding Amazon.com Inc(AMZN) stock.
The initial trade took place in 2020Q4. And since then ALPS Balanced Opportunity Fund has made 7 purchases of AMZN, at an average price of $165.57, for a total of 5,549.00 shares. In addition, there have been 8 sales at an average price of $149.88 for 3,805.00 shares. Based on historical transaction data and AMZN's current price of $226.21, ALPS Balanced Opportunity Fund's estimated gain on his AMZN holdings is $46,041.00, reflecting a 5.01% gain to date.
ALPS Balanced Opportunity Fund AMZN ($226.21) Holding Chart
ALPS Balanced Opportunity Fund AMZN ($226.21) 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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