HighTower Advisors’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-11,154
| Closed | -$108K | – | 3223 |
|
|
2022
Q1 | $108K | Hold |
11,154
| – | – | ﹤0.01% | 2937 |
|
|
2021
Q4 | $132K | Sell |
11,154
-2,250
| -17% | -$26.6K | ﹤0.01% | 2847 |
|
|
2021
Q3 | $138K | Hold |
13,404
| – | – | ﹤0.01% | 2784 |
|
|
2021
Q2 | $161K | Buy |
13,404
+2,854
| +27% | +$34.3K | ﹤0.01% | 2697 |
|
|
2021
Q1 | $105K | Buy |
+10,550
| New | +$105K | ﹤0.01% | 2722 |
|