Ladenburg Thalmann Financial Services’s Willamette Valley Vineyards WVVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | $13K | Sell |
1,707
-558
| -25% | -$4.25K | ﹤0.01% | 4380 |
|
|
2019
Q3 | $16K | Hold |
2,265
| – | – | ﹤0.01% | 4173 |
|
|
2019
Q2 | $16K | Hold |
2,265
| – | – | ﹤0.01% | 4197 |
|
|
2019
Q1 | $16K | Hold |
2,265
| – | – | ﹤0.01% | 4148 |
|
|
2018
Q4 | $16K | Hold |
2,265
| – | – | ﹤0.01% | 4005 |
|
|
2018
Q3 | $18K | Buy |
2,265
+917
| +68% | +$7.29K | ﹤0.01% | 3981 |
|
|
2018
Q2 | $11K | Hold |
1,348
| – | – | ﹤0.01% | 4209 |
|
|
2018
Q1 | $11K | Sell |
1,348
-2,703
| -67% | -$22.1K | ﹤0.01% | 4209 |
|
|
2017
Q4 | $33K | Buy |
4,051
+2,786
| +220% | +$22.7K | ﹤0.01% | 3496 |
|
|
2017
Q3 | $10K | Hold |
1,265
| – | – | ﹤0.01% | 4100 |
|
|
2017
Q2 | $10K | Hold |
1,265
| – | – | ﹤0.01% | 4028 |
|
|
2017
Q1 | $10K | Hold |
1,265
| – | – | ﹤0.01% | 4005 |
|
|
2016
Q4 | $10K | Buy |
1,265
+500
| +65% | +$3.95K | ﹤0.01% | 3912 |
|
|
2016
Q3 | $6K | Buy |
765
+100
| +15% | +$784 | ﹤0.01% | 4094 |
|
|
2016
Q2 | $6K | Hold |
665
| – | – | ﹤0.01% | 4061 |
|
|
2016
Q1 | $5K | Hold |
665
| – | – | ﹤0.01% | 4090 |
|
|
2015
Q4 | $5K | Hold |
665
| – | – | ﹤0.01% | 4060 |
|
|
2015
Q3 | $4K | Hold |
665
| – | – | ﹤0.01% | 4060 |
|
|
2015
Q2 | $5K | Hold |
665
| – | – | ﹤0.01% | 4070 |
|
|
2015
Q1 | $4K | Hold |
665
| – | – | ﹤0.01% | 4092 |
|
|
2014
Q4 | $4K | Buy |
+665
| New | +$4K | ﹤0.01% | 3838 |
|