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VWE

Cooper/Haims 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
Q2
Sell
-10,000
Closed -$3.6K 85
2024
Q1
$3.6K Hold
10,000
﹤0.01% 82
2023
Q4
$5.02K Hold
10,000
﹤0.01% 79
2023
Q3
$5.69K Hold
10,000
﹤0.01% 78
2023
Q2
$8.56K Hold
10,000
0.01% 74
2023
Q1
$10.7K Hold
10,000
0.01% 71
2022
Q4
$33K Hold
10,000
0.02% 72
2022
Q3
$28K Hold
10,000
0.02% 68
2022
Q2
$79K Hold
10,000
0.05% 74
2022
Q1
$99K Hold
10,000
0.06% 76
2021
Q4
$118K Buy
+10,000
New +$118K 0.07% 77