Colony Group’s Willamette Valley Vineyards WVVI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q2
Sell
2023
Q1
$145K Sell
2022
Q4
$214K Buy
2022
Q2
Sell
2022
Q1
$207K Hold
2021
Q4
$198K Hold
2021
Q3
$291K Buy
2021
Q2
Sell
2021
Q1
$241K Hold
2020
Q4
$169K Buy
2020
Q3
$157K Hold
2020
Q2
$155K Hold
2020
Q1
$124K Hold
2019
Q4
$177K Hold
2019
Q3
$177K Buy
2019
Q2
$170K Buy