ALPS Balanced Opportunity Fund MSFT Holdings History
ALPS Balanced Opportunity Fund's Microsoft Corp Holding Summary
As of 2025-04-30, ALPS Balanced Opportunity Fund held 603.00 shares of Microsoft Corp(MSFT), totaling $238,340.00. This investment constitutes 2.12% of their stock portfolio, and ALPS Balanced Opportunity Fund now holds 0% of the outstanding Microsoft Corp(MSFT) stock.
The initial trade took place in 2020Q4. And since then ALPS Balanced Opportunity Fund has made 5 purchases of MSFT, at an average price of $245.57, for a total of 4,224.00 shares. In addition, there have been 12 sales at an average price of $330.46 for 3,621.00 shares. Based on historical transaction data and MSFT's current price of $511.70, ALPS Balanced Opportunity Fund's estimated gain on his MSFT holdings is $467,836.85, reflecting a 45.10% gain to date.
ALPS Balanced Opportunity Fund MSFT ($511.70) Holding Chart
ALPS Balanced Opportunity Fund MSFT ($511.70) 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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