Number of Shares
2,850.00
Current Holdings Value*
$1.07 Mil
% of Portfolio
3.1%
Total Estimate Gain
$1.85 Mil
% of Total Estimate Gain
47.92%

Rational Equity Armor Fund's Microsoft Corp Holding Summary

As of 2025-03-31, Mutual Fund & Variable Insurance Trust held 2,850.00 shares of Microsoft Corp(MSFT), totaling $1.07 Mil. This investment constitutes 3.1% of their stock portfolio, and Mutual Fund & Variable Insurance Trust now holds 0% of the outstanding Microsoft Corp(MSFT) stock.

The initial trade took place in 2020Q1. And since then Rational Equity Armor Fund has made 6 purchases of MSFT, at an average price of $234.16, for a total of 16,488.00 shares. In addition, there have been 8 sales at an average price of $313.65 for 13,638.00 shares. Based on historical transaction data and MSFT's current price of $503.02, Rational Equity Armor Fund's estimated gain on his MSFT holdings is $1.85 Mil, reflecting a 47.92% gain to date.

Rational Equity Armor Fund MSFT ($503.02) Holding Chart

Rational Equity Armor Fund MSFT ($503.02) 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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