Allworth Financial’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-10,000
| Closed | -$1.12K | – | 3877 |
|
|
2024
Q2 | $1.12K | Buy |
10,000
+9,000
| +900% | +$1.01K | ﹤0.01% | 3128 |
|
|
2024
Q1 | $360 | Hold |
1,000
| – | – | ﹤0.01% | 3368 |
|
|
2023
Q4 | $503 | Hold |
1,000
| – | – | ﹤0.01% | 3128 |
|
|
2023
Q3 | $569 | Hold |
1,000
| – | – | ﹤0.01% | 3012 |
|
|
2023
Q2 | $856 | Hold |
1,000
| – | – | ﹤0.01% | 2782 |
|
|
2023
Q1 | $1.07K | Hold |
1,000
| – | – | ﹤0.01% | 2644 |
|
|
2022
Q4 | $3.26K | Hold |
1,000
| – | – | ﹤0.01% | 2061 |
|
|
2022
Q3 | $3K | Hold |
1,000
| – | – | ﹤0.01% | 2078 |
|
|
2022
Q2 | $8K | Hold |
1,000
| – | – | ﹤0.01% | 1653 |
|
|
2022
Q1 | $10K | Hold |
1,000
| – | – | ﹤0.01% | 1503 |
|
|
2021
Q4 | $12K | Buy |
+1,000
| New | +$12K | ﹤0.01% | 1344 |
|