DGI Balanced Fund BPOP Holdings History
DGI Balanced Fund's Popular Inc Holding Summary
As of 2025-03-31, DGI Investment Trust held 100,000.00 shares of Popular Inc(BPOP), totaling $9.24 Mil. This investment constitutes 6.1% of their stock portfolio, and DGI Investment Trust now holds 0.15% of the outstanding Popular Inc(BPOP) stock.
The initial trade took place in 2021Q3. And since then DGI Balanced Fund has made 2 purchases of BPOP, at an average price of $74.93, for a total of 420,000.00 shares. In addition, there have been 5 sales at an average price of $77.61 for 320,000.00 shares. Based on historical transaction data and BPOP's current price of $111.94, DGI Balanced Fund's estimated gain on his BPOP holdings is $4.56 Mil, reflecting a 14.48% gain to date.
DGI Balanced Fund BPOP ($111.94) Holding Chart
DGI Balanced Fund BPOP ($111.94) 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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