LFA
VWE
LGT Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,000
| Closed | -$139 | – | 806 |
|
|
2024
Q2 | $139 | Hold |
1,000
| – | – | ﹤0.01% | 761 |
|
|
2024
Q1 | $360 | Hold |
1,000
| – | – | ﹤0.01% | 767 |
|
|
2023
Q4 | $502 | Hold |
1,000
| – | – | ﹤0.01% | 814 |
|
|
2023
Q3 | $569 | Buy |
+1,000
| New | +$569 | ﹤0.01% | 896 |
|