Number of Shares
12,915.00
Current Holdings Value*
$1.58 Mil
% of Portfolio
0.83%
Total Estimate Gain
$853,734.70
% of Total Estimate Gain
57.65%

SPIRIT OF AMERICA LARGE CAP VALUE FUND's Valero Energy Corp Holding Summary

As of 2024-12-31, SPIRIT OF AMERICA INVESTMENT FUND INC held 12,915.00 shares of Valero Energy Corp(VLO), totaling $1.58 Mil. This investment constitutes 0.83% of their stock portfolio, and SPIRIT OF AMERICA INVESTMENT FUND INC now holds 0% of the outstanding Valero Energy Corp(VLO) stock.

The initial trade took place in 2019Q3. And since then SPIRIT OF AMERICA LARGE CAP VALUE FUND has made 5 purchases of VLO, at an average price of $83.36, for a total of 17,765.00 shares. In addition, there have been 4 sales at an average price of $119.61 for 4,850.00 shares. Based on historical transaction data and VLO's current price of $135.85, SPIRIT OF AMERICA LARGE CAP VALUE FUND's estimated gain on his VLO holdings is $853,734.70, reflecting a 57.65% gain to date.

SPIRIT OF AMERICA LARGE CAP VALUE FUND VLO ($135.85) Holding Chart

SPIRIT OF AMERICA LARGE CAP VALUE FUND VLO ($135.85) 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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