Geneos Wealth Management’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,500
| Closed | -$540 | – | 2193 |
|
|
2024
Q1 | $540 | Sell |
1,500
-2
| -0.1% | -$1 | ﹤0.01% | 2115 |
|
|
2023
Q4 | $751 | Buy |
1,502
+3
| +0.2% | +$2 | ﹤0.01% | 2051 |
|
|
2023
Q3 | $855 | Buy |
1,499
+2
| +0.1% | +$1 | ﹤0.01% | 2046 |
|
|
2023
Q2 | $1.29K | Sell |
1,497
-3
| -0.2% | -$3 | ﹤0.01% | 1994 |
|
|
2023
Q1 | $1.61K | Hold |
1,500
| – | – | ﹤0.01% | 1940 |
|
|
2022
Q4 | $4.89K | Hold |
1,500
| – | – | ﹤0.01% | 1709 |
|
|
2022
Q3 | $4K | Hold |
1,500
| – | – | ﹤0.01% | 1761 |
|
|
2022
Q2 | $11K | Hold |
1,500
| – | – | ﹤0.01% | 1927 |
|
|
2022
Q1 | $14K | Buy |
+1,500
| New | +$14K | ﹤0.01% | 1960 |
|