SPIRIT OF AMERICA UTILITIES FUND POR Holdings History
Number of Shares
13,150.00
Current Holdings Value*
$586,490.00
% of Portfolio
1.91%
Total Estimate Gain
$-56,437.00
% of Total Estimate Gain
-9.60%
SPIRIT OF AMERICA UTILITIES FUND's Portland General Electric Co Holding Summary
As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 13,150.00 shares of Portland General Electric Co(POR), totaling $586,490.00. This investment constitutes 1.91% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0.01% of the outstanding Portland General Electric Co(POR) stock.
The initial trade took place in 2023Q4. And since then SPIRIT OF AMERICA UTILITIES FUND has made 6 purchases of POR, at an average price of $44.71, for a total of 13,150.00 shares. Based on historical transaction data and POR's current price of $40.42, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his POR holdings is $-56,437.00, reflecting a -9.60% gain to date.
SPIRIT OF AMERICA UTILITIES FUND POR ($40.42) Holding Chart
SPIRIT OF AMERICA UTILITIES FUND POR ($40.42) 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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