Rational Equity Armor Fund SPY Holdings History
Rational Equity Armor Fund's SPDR S&P 500 ETF Trust Holding Summary
As of 2025-03-31, Mutual Fund & Variable Insurance Trust held 1,412.00 shares of SPDR S&P 500 ETF Trust(SPY), totaling $789,860.00. This investment constitutes 2.29% of their stock portfolio, and Mutual Fund & Variable Insurance Trust now holds 0% of the outstanding SPDR S&P 500 ETF Trust(SPY) stock.
The initial trade took place in 2023Q2. And since then Rational Equity Armor Fund has made 3 purchases of SPY, at an average price of $462.04, for a total of 8,655.00 shares. In addition, there have been 2 sales at an average price of $466.10 for 7,243.00 shares. Based on historical transaction data and SPY's current price of $624.81, Rational Equity Armor Fund's estimated gain on his SPY holdings is $259,259.84, reflecting a 6.48% gain to date.
Rational Equity Armor Fund SPY ($624.81) Holding Chart
Rational Equity Armor Fund SPY ($624.81) 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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