VWE
LPL Financial’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 |
-35,460
| Closed | -$4.94K | – | 5183 |
|
|
2024
Q2 | $4.94K | Buy |
35,460
+10,950
| +45% | +$1.52K | ﹤0.01% | 4892 |
|
|
2024
Q1 | $8.82K | Buy |
24,510
+135
| +0.6% | +$49 | ﹤0.01% | 4811 |
|
|
2023
Q4 | $12.2K | Buy |
24,375
+2,375
| +11% | +$1.19K | ﹤0.01% | 4690 |
|
|
2023
Q3 | $12.5K | Sell |
22,000
-10,000
| -31% | -$5.69K | ﹤0.01% | 4578 |
|
|
2023
Q2 | $27.4K | Buy |
32,000
+20,000
| +167% | +$17.1K | ﹤0.01% | 4435 |
|
|
2023
Q1 | $12.8K | Hold |
12,000
| – | – | ﹤0.01% | 4413 |
|
|
2022
Q4 | $39.1K | Buy |
+12,000
| New | +$39.1K | ﹤0.01% | 4277 |
|
|
2021
Q4 | – | Sell |
-16,650
| Closed | -$170K | – | 4445 |
|
|
2021
Q3 | $170K | Sell |
16,650
-23,220
| -58% | -$237K | ﹤0.01% | 4009 |
|
|
2021
Q2 | $478K | Sell |
39,870
-28,500
| -42% | -$342K | ﹤0.01% | 3191 |
|
|
2021
Q1 | $681K | Buy |
+68,370
| New | +$681K | ﹤0.01% | 2742 |
|