Gemmer Asset Management’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-12,300
| Closed | -$7K | – | 131 |
|
|
2023
Q3 | $7K | Buy |
+12,300
| New | +$7K | ﹤0.01% | 125 |
|
|
2022
Q2 | – | Sell |
-3,100
| Closed | -$30K | – | 1216 |
|
|
2022
Q1 | $30K | Buy |
3,100
+1,100
| +55% | +$10.6K | ﹤0.01% | 399 |
|
|
2021
Q4 | $24K | Buy |
2,000
+900
| +82% | +$10.8K | ﹤0.01% | 463 |
|
|
2021
Q3 | $11K | Hold |
1,100
| – | – | ﹤0.01% | 691 |
|
|
2021
Q2 | $13K | Buy |
+1,100
| New | +$13K | ﹤0.01% | 691 |
|