Number of Shares
939.00
Current Holdings Value*
$86,740.00
% of Portfolio
1.06%
Total Estimate Gain
$-24,639.46
% of Total Estimate Gain
-1.89%

Dynamic Value Portfolio's Popular Inc Holding Summary

As of 2025-03-31, MORGAN STANLEY INSTITUTIONAL FUND TRUST held 939.00 shares of Popular Inc(BPOP), totaling $86,740.00. This investment constitutes 1.06% of their stock portfolio, and MORGAN STANLEY INSTITUTIONAL FUND TRUST now holds 0% of the outstanding Popular Inc(BPOP) stock.

The initial trade took place in 2021Q1. And since then Dynamic Value Portfolio has made 7 purchases of BPOP, at an average price of $74.76, for a total of 17,481.00 shares. In addition, there have been 4 sales at an average price of $71.07 for 16,542.00 shares. Based on historical transaction data and BPOP's current price of $113.46, Dynamic Value Portfolio's estimated gain on his BPOP holdings is $-24,639.46, reflecting a -1.89% gain to date.

Dynamic Value Portfolio BPOP ($113.46) Holding Chart

Dynamic Value Portfolio BPOP ($113.46) 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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