Guggenheim StylePlus-Mid Growth Fund WSM Holdings History
Guggenheim StylePlus-Mid Growth Fund's Williams-Sonoma Inc Holding Summary
As of 2024-09-30, Guggenheim StylePlus-Mid Growth Fund held 2,274.00 shares of Williams-Sonoma Inc(WSM), totaling $352,290.00. This investment constitutes 1.7% of their stock portfolio, and Guggenheim StylePlus-Mid Growth Fund now holds 0% of the outstanding Williams-Sonoma Inc(WSM) stock.
The initial trade took place in 2019Q3. And since then Guggenheim StylePlus-Mid Growth Fund has made 11 purchases of WSM, at an average price of $61.34, for a total of 8,704.00 shares. In addition, there have been 9 sales at an average price of $66.01 for 6,430.00 shares. Based on historical transaction data and WSM's current price of $164.22, Guggenheim StylePlus-Mid Growth Fund's estimated gain on his WSM holdings is $264,006.46, reflecting a 49.45% gain to date.
Guggenheim StylePlus-Mid Growth Fund WSM ($164.22) Holding Chart
Guggenheim StylePlus-Mid Growth Fund WSM ($164.22) 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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