DGHM MicroCap Value Fund MBUU Holdings History
Number of Shares
5,242.00
Current Holdings Value*
$390,740.00
% of Portfolio
2.35%
Total Estimate Gain
$304,137.73
% of Total Estimate Gain
52.01%
DGHM MicroCap Value Fund's Malibu Boats Inc Holding Summary
As of 2021-02-28, World Funds Trust held 5,242.00 shares of Malibu Boats Inc(MBUU), totaling $390,740.00. This investment constitutes 2.35% of their stock portfolio, and World Funds Trust now holds 0.03% of the outstanding Malibu Boats Inc(MBUU) stock.
The initial trade took place in 2020Q2. In addition, there have been 3 sales at an average price of $56.15 for 12,733.00 shares. Based on historical transaction data and MBUU's current price of $33.18, DGHM MicroCap Value Fund's estimated gain on his MBUU holdings is $304,137.73, reflecting a 52.01% gain to date.
DGHM MicroCap Value Fund MBUU ($33.18) Holding Chart
DGHM MicroCap Value Fund MBUU ($33.18) 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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