Appleseed Fund TSX:BEI.UN Holdings History

Number of Shares
40,000.00
Current Holdings Value*
C$1.87 Mil
% of Portfolio
3.8%
Total Estimate Gain
C$3.25 Mil
% of Total Estimate Gain
66.41%

Appleseed Fund's Boardwalk Real Estate Investment Trust Holding Summary

As of 2025-03-31, UNIFIED SERIES TRUST held 40,000.00 shares of Boardwalk Real Estate Investment Trust(TSX:BEI.UN), totaling C$1.87 Mil. This investment constitutes 3.8% of their stock portfolio, and UNIFIED SERIES TRUST now holds 0.08% of the outstanding Boardwalk Real Estate Investment Trust(TSX:BEI.UN) stock.

The initial trade took place in 2021Q2. And since then Appleseed Fund has made 3 purchases of TSX:BEI.UN, at an average price of C$39.85, for a total of 123,000.00 shares. In addition, there have been 6 sales at an average price of C$64.08 for 83,000.00 shares. Based on historical transaction data and TSX:BEI.UN's current price of C$70.95, Appleseed Fund's estimated gain on his TSX:BEI.UN holdings is C$3.25 Mil, reflecting a 66.41% gain to date.

Appleseed Fund TSX:BEI.UN (C$70.95) Holding Chart

Appleseed Fund TSX:BEI.UN (C$70.95) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price C$-/Share
Shares Sold 0 Average Price C$-/Share
Current Price C$0.00 Total Estimated Gain 0 %

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