EWP
VWE
Elevation Wealth Partners’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
Q3 | – | Sell |
-1,000
| Closed | -$140 | – | 545 |
|
|
2024
Q2 | $140 | Hold |
1,000
| – | – | ﹤0.01% | 483 |
|
|
2024
Q1 | $360 | Hold |
1,000
| – | – | ﹤0.01% | 442 |
|
|
2023
Q4 | $569 | Hold |
1,000
| – | – | ﹤0.01% | 411 |
|
|
2023
Q3 | $569 | Hold |
1,000
| – | – | ﹤0.01% | 308 |
|
|
2023
Q2 | $856 | Hold |
1,000
| – | – | ﹤0.01% | 316 |
|
|
2023
Q1 | $1.07K | Buy |
+1,000
| New | +$1.07K | ﹤0.01% | 315 |
|