Charles Schwab’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $10.6K | Hold |
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|
2023
Q4 | $14.9K | Hold |
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|
2023
Q3 | $16.8K | Hold |
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|
2023
Q2 | $25.3K | Sell |
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|
2023
Q1 | $78.6K | Sell |
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|
2022
Q4 | $285K | Buy |
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|
2022
Q3 | $235K | Sell |
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|
2022
Q2 | $669K | Buy |
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|
2022
Q1 | $129K | Hold |
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|
2021
Q4 | $155K | Hold |
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|
2021
Q3 | $134K | Buy |
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