Number of Shares
6,756.00
Current Holdings Value*
$6.39 Mil
% of Portfolio
3.61%
Total Estimate Gain
$4.44 Mil
% of Total Estimate Gain
187.30%

SPIRIT OF AMERICA LARGE CAP VALUE FUND's Costco Wholesale Corp Holding Summary

As of 2025-03-31, SPIRIT OF AMERICA INVESTMENT FUND INC held 6,756.00 shares of Costco Wholesale Corp(COST), totaling $6.39 Mil. This investment constitutes 3.61% of their stock portfolio, and SPIRIT OF AMERICA INVESTMENT FUND INC now holds 0% of the outstanding Costco Wholesale Corp(COST) stock.

The initial trade took place in 2019Q3. And since then SPIRIT OF AMERICA LARGE CAP VALUE FUND has made 10 purchases of COST, at an average price of $336.87, for a total of 7,031.00 shares. In addition, there have been 3 sales at an average price of $597.70 for 275.00 shares. Based on historical transaction data and COST's current price of $982.91, SPIRIT OF AMERICA LARGE CAP VALUE FUND's estimated gain on his COST holdings is $4.44 Mil, reflecting a 187.30% gain to date.

SPIRIT OF AMERICA LARGE CAP VALUE FUND COST ($982.91) Holding Chart

SPIRIT OF AMERICA LARGE CAP VALUE FUND COST ($982.91) 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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