Global Retirement Partners’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 |
-1,000
| Closed | -$360 | – | 3657 |
|
|
2024
Q1 | $360 | Hold |
1,000
| – | – | ﹤0.01% | 3183 |
|
|
2023
Q4 | $501 | Sell |
1,000
-2,365
| -70% | -$1.19K | ﹤0.01% | 3084 |
|
|
2023
Q3 | $1.79K | Hold |
3,365
| – | – | ﹤0.01% | 2575 |
|
|
2023
Q2 | $2.88K | Hold |
3,365
| – | – | ﹤0.01% | 2404 |
|
|
2023
Q1 | $4.61K | Buy |
3,365
+1,000
| +42% | +$1.37K | ﹤0.01% | 2188 |
|
|
2022
Q4 | $7.71K | Hold |
2,365
| – | – | ﹤0.01% | 1873 |
|
|
2022
Q3 | $7K | Buy |
2,365
+865
| +58% | +$2.56K | ﹤0.01% | 1832 |
|
|
2022
Q2 | $12K | Hold |
1,500
| – | – | ﹤0.01% | 1571 |
|
|
2022
Q1 | $11K | Buy |
+1,500
| New | +$11K | ﹤0.01% | 1600 |
|
|
2021
Q4 | – | Sell |
-1,500
| Closed | -$15K | – | 1912 |
|
|
2021
Q3 | $15K | Hold |
1,500
| – | – | ﹤0.01% | 1301 |
|
|
2021
Q2 | $18K | Buy |
+1,500
| New | +$18K | ﹤0.01% | 1220 |
|