Number of Shares
4,150.00
Current Holdings Value*
$115,870.00
% of Portfolio
0.38%
Total Estimate Gain
$23,299.00
% of Total Estimate Gain
15.50%

SPIRIT OF AMERICA UTILITIES FUND's Brookfield Renewable Corp Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 4,150.00 shares of Brookfield Renewable Corp(BEPC), totaling $115,870.00. This investment constitutes 0.38% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0% of the outstanding Brookfield Renewable Corp(BEPC) stock.

The initial trade took place in 2023Q1. And since then SPIRIT OF AMERICA UTILITIES FUND has made 2 purchases of BEPC, at an average price of $28.37, for a total of 5,300.00 shares. In addition, there have been 1 sales at an average price of $30.72 for 1,150.00 shares. Based on historical transaction data and BEPC's current price of $33.33, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his BEPC holdings is $23,299.00, reflecting a 15.50% gain to date.

SPIRIT OF AMERICA UTILITIES FUND BEPC ($33.33) Holding Chart

SPIRIT OF AMERICA UTILITIES FUND BEPC ($33.33) 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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