ALPS Balanced Opportunity Fund MA Holdings History
ALPS Balanced Opportunity Fund's Mastercard Inc Holding Summary
As of 2025-04-30, ALPS Balanced Opportunity Fund held 320.00 shares of Mastercard Inc(MA), totaling $175,380.00. This investment constitutes 1.56% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding Mastercard Inc(MA) stock.
The initial trade took place in 2020Q4. And since then ALPS Balanced Opportunity Fund has made 6 purchases of MA, at an average price of $355.78, for a total of 1,876.00 shares. In addition, there have been 8 sales at an average price of $379.84 for 1,556.00 shares. Based on historical transaction data and MA's current price of $569.24, ALPS Balanced Opportunity Fund's estimated gain on his MA holdings is $105,744.31, reflecting a 15.84% gain to date.
ALPS Balanced Opportunity Fund MA ($569.24) Holding Chart
ALPS Balanced Opportunity Fund MA ($569.24) 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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