Number of Shares
14,500.00
Current Holdings Value*
$1.43 Mil
% of Portfolio
0.81%
Total Estimate Gain
$-396,606.50
% of Total Estimate Gain
-12.77%

SPIRIT OF AMERICA LARGE CAP VALUE FUND's The Walt Disney Co Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA INVESTMENT FUND INC held 14,500.00 shares of The Walt Disney Co(DIS), totaling $1.43 Mil. This investment constitutes 0.81% of their stock portfolio, and SPIRIT OF AMERICA INVESTMENT FUND INC now holds 0% of the outstanding The Walt Disney Co(DIS) stock.

The initial trade took place in 2019Q3. And since then SPIRIT OF AMERICA LARGE CAP VALUE FUND has made 6 purchases of DIS, at an average price of $136.47, for a total of 22,750.00 shares. In addition, there have been 3 sales at an average price of $113.92 for 8,250.00 shares. Based on historical transaction data and DIS's current price of $121.95, SPIRIT OF AMERICA LARGE CAP VALUE FUND's estimated gain on his DIS holdings is $-396,606.50, reflecting a -12.77% gain to date.

SPIRIT OF AMERICA LARGE CAP VALUE FUND DIS ($121.95) Holding Chart

SPIRIT OF AMERICA LARGE CAP VALUE FUND DIS ($121.95) 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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