Arete Wealth Advisors’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-29,953
| Closed | -$15K | – | 771 |
|
|
2023
Q4 | $15K | Buy |
29,953
+7,180
| +32% | +$3.61K | ﹤0.01% | 730 |
|
|
2023
Q3 | $13K | Buy |
22,773
+6,408
| +39% | +$3.65K | ﹤0.01% | 494 |
|
|
2023
Q2 | $14K | Buy |
16,365
+5,981
| +58% | +$5.12K | ﹤0.01% | 658 |
|
|
2023
Q1 | $11K | Buy |
+10,384
| New | +$11K | ﹤0.01% | 646 |
|