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Retirement Planning Company of New England’s Willamette Valley Vineyards WVVI Stock Holding History

Retirement Planning Company of New England’s Portfolio WVVI Stock Details WVVI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-100
Closed – – 897
2021
Q4 		$0 Buy
+100
New +$1.34K ﹤0.01% 969

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Retirement Planning Company of New England's WVVI Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Willamette Valley Vineyards (WVVI) in Q1 2022, closing a stake of 100 shares.

Retirement Planning Company of New England first reported a position in WVVI in Q4 2021 and held it in 1 quarter. The position peaked at $0 in Q4 2021. 38 funds tracked by Wall St. Rank hold WVVI as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Willamette Valley Vineyards position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 100 Willamette Valley Vineyards shares in Q1 2022.
  • Retirement Planning Company of New England first reported a position in Willamette Valley Vineyards in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Willamette Valley Vineyards position peaked at $0 in Q4 2021.
  • 38 funds tracked by Wall St. Rank held Willamette Valley Vineyards as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.