D.A. Davidson & Co’s Willamette Valley Vineyards WVVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q3 | – | Sell |
-620
| Closed | -$5K | – | 2481 |
|
|
2016
Q2 | $5K | Buy |
620
+150
| +32% | +$1.21K | ﹤0.01% | 2132 |
|
|
2016
Q1 | $3K | Hold |
470
| – | – | ﹤0.01% | 2125 |
|
|
2015
Q4 | $3K | Hold |
470
| – | – | ﹤0.01% | 2097 |
|
|
2015
Q3 | $3K | Hold |
470
| – | – | ﹤0.01% | 2078 |
|
|
2015
Q2 | $3K | Hold |
470
| – | – | ﹤0.01% | 2084 |
|
|
2015
Q1 | $2K | Hold |
470
| – | – | ﹤0.01% | 2014 |
|
|
2014
Q4 | $2K | Hold |
470
| – | – | ﹤0.01% | 2039 |
|
|
2014
Q3 | $2K | Hold |
470
| – | – | ﹤0.01% | 2042 |
|
|
2014
Q2 | $2K | Hold |
470
| – | – | ﹤0.01% | 2044 |
|
|
2014
Q1 | $3K | Hold |
470
| – | – | ﹤0.01% | 2005 |
|
|
2013
Q4 | $2K | Hold |
470
| – | – | ﹤0.01% | 1980 |
|
|
2013
Q3 | $2K | Hold |
470
| – | – | ﹤0.01% | 1673 |
|
|
2013
Q2 | $2K | Buy |
+470
| New | +$2K | ﹤0.01% | 1631 |
|