SPIRIT OF AMERICA UTILITIES FUND WMB Holdings History
Number of Shares
5,400.00
Current Holdings Value*
$322,700.00
% of Portfolio
1.05%
Total Estimate Gain
$74,991.00
% of Total Estimate Gain
31.32%
SPIRIT OF AMERICA UTILITIES FUND's Williams Companies Inc Holding Summary
As of 2025-03-31, SPIRIT OF AMERICA UTILITIES FUND held 5,400.00 shares of Williams Companies Inc(WMB), totaling $322,700.00. This investment constitutes 1.05% of their stock portfolio, and SPIRIT OF AMERICA UTILITIES FUND now holds 0% of the outstanding Williams Companies Inc(WMB) stock.
The initial trade took place in 2023Q1. And since then SPIRIT OF AMERICA UTILITIES FUND has made 4 purchases of WMB, at an average price of $44.33, for a total of 5,400.00 shares. Based on historical transaction data and WMB's current price of $58.22, SPIRIT OF AMERICA UTILITIES FUND's estimated gain on his WMB holdings is $74,991.00, reflecting a 31.32% gain to date.
SPIRIT OF AMERICA UTILITIES FUND WMB ($58.22) Holding Chart
SPIRIT OF AMERICA UTILITIES FUND WMB ($58.22) 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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