Number of Shares
3,515.00
Current Holdings Value*
$780,790.00
% of Portfolio
2.26%
Total Estimate Gain
$995,235.29
% of Total Estimate Gain
27.05%

Rational Equity Armor Fund's Apple Inc Holding Summary

As of 2025-03-31, Mutual Fund & Variable Insurance Trust held 3,515.00 shares of Apple Inc(AAPL), totaling $780,790.00. This investment constitutes 2.26% of their stock portfolio, and Mutual Fund & Variable Insurance Trust now holds 0% of the outstanding Apple Inc(AAPL) stock.

The initial trade took place in 2020Q2. And since then Rational Equity Armor Fund has made 9 purchases of AAPL, at an average price of $139.54, for a total of 26,368.00 shares. In addition, there have been 8 sales at an average price of $172.46 for 22,853.00 shares. Based on historical transaction data and AAPL's current price of $208.62, Rational Equity Armor Fund's estimated gain on his AAPL holdings is $995,235.29, reflecting a 27.05% gain to date.

Rational Equity Armor Fund AAPL ($208.62) Holding Chart

Rational Equity Armor Fund AAPL ($208.62) 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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