TAX MANAGED SMALL CAP PORTFOLIO WH Holdings History
TAX MANAGED SMALL CAP PORTFOLIO's Wyndham Hotels & Resorts Inc Holding Summary
As of 2025-04-30, TAX MANAGED SMALL CAP PORTFOLIO held 53,141.00 shares of Wyndham Hotels & Resorts Inc(WH), totaling $4.53 Mil. This investment constitutes 2.42% of their stock portfolio, and TAX MANAGED SMALL CAP PORTFOLIO now holds 0.07% of the outstanding Wyndham Hotels & Resorts Inc(WH) stock.
The initial trade took place in 2021Q4. And since then TAX MANAGED SMALL CAP PORTFOLIO has made 8 purchases of WH, at an average price of $73.38, for a total of 75,421.00 shares. In addition, there have been 5 sales at an average price of $86.25 for 22,280.00 shares. Based on historical transaction data and WH's current price of $90.59, TAX MANAGED SMALL CAP PORTFOLIO's estimated gain on his WH holdings is $1.20 Mil, reflecting a 21.71% gain to date.
TAX MANAGED SMALL CAP PORTFOLIO WH ($90.59) Holding Chart
TAX MANAGED SMALL CAP PORTFOLIO WH ($90.59) 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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