KAS
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Kestra Advisory Services’s Willamette Valley Vineyards WVVI Stock Holding History

Kestra Advisory Services’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-300
Closed -$1.78K – 2990
2025
Q1 		$1.78K Buy
+300
New +$1.78K ﹤0.01% 2729