AEPWM
Atlantic Edge Private Wealth Management’s Willamette Valley Vineyards WVVI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $552 | Hold |
100
| – | – | ﹤0.01% | 495 |
|
|
2025
Q1 | $594 | Hold |
100
| – | – | ﹤0.01% | 485 |
|
|
2024
Q4 | $335 | Hold |
100
| – | – | ﹤0.01% | 473 |
|
|
2024
Q3 | $348 | Hold |
100
| – | – | ﹤0.01% | 483 |
|
|
2024
Q2 | $393 | Hold |
100
| – | – | ﹤0.01% | 466 |
|
|
2024
Q1 | $501 | Hold |
100
| – | – | ﹤0.01% | 470 |
|
|
2023
Q4 | $530 | Buy |
+100
| New | +$530 | ﹤0.01% | 448 |
|