JPMorgan Chase & Co’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 |
-6,703
| Closed | -$933 | – | 6608 |
|
|
2024
Q2 | $933 | Buy |
6,703
+15
| +0.2% | +$2 | ﹤0.01% | 5606 |
|
|
2024
Q1 | $2.41K | Buy |
6,688
+26
| +0.4% | +$9 | ﹤0.01% | 5541 |
|
|
2023
Q4 | $3.35K | Buy |
6,662
+8
| +0.1% | +$4 | ﹤0.01% | 5604 |
|
|
2023
Q3 | $3.79K | Buy |
6,654
+79
| +1% | +$45 | ﹤0.01% | 5476 |
|
|
2023
Q2 | $5.63K | Sell |
6,575
-18,272
| -74% | -$15.6K | ﹤0.01% | 5259 |
|
|
2023
Q1 | $27K | Sell |
24,847
-17,770
| -42% | -$19.3K | ﹤0.01% | 5074 |
|
|
2022
Q4 | $139K | Sell |
42,617
-8,217
| -16% | -$26.8K | ﹤0.01% | 4362 |
|
|
2022
Q3 | $140K | Buy |
50,834
+33,381
| +191% | +$91.9K | ﹤0.01% | 4326 |
|
|
2022
Q2 | $137K | Sell |
17,453
-58,656
| -77% | -$460K | ﹤0.01% | 4497 |
|
|
2022
Q1 | $751K | Buy |
76,109
+67,026
| +738% | +$661K | ﹤0.01% | 3780 |
|
|
2021
Q4 | $107K | Buy |
+9,083
| New | +$107K | ﹤0.01% | 4796 |
|
|
2021
Q3 | – | Sell |
-1,943
| Closed | -$19K | – | 5813 |
|
|
2021
Q2 | $19K | Buy |
+1,943
| New | +$19K | ﹤0.01% | 5128 |
|