Simplex Trading’s Vintage Wine Estates, Inc. Common Stock VWE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Hold |
0
| – | – | – | 4348 |
|
|
2024
Q2 | – | Hold |
0
| – | – | – | 4370 |
|
|
2024
Q1 | – | Sell |
-5,216
| Closed | -$2K | – | 4382 |
|
|
2023
Q4 | $2K | Sell |
5,216
-704
| -12% | -$270 | ﹤0.01% | 2183 |
|
|
2023
Q3 | $3K | Buy |
5,920
+5,336
| +914% | +$2.7K | ﹤0.01% | 1950 |
|
|
2023
Q2 | $0 | Sell |
584
-25,290
| -98% | – | ﹤0.01% | 4405 |
|
|
2023
Q1 | $27K | Sell |
25,874
-60,925
| -70% | -$63.6K | ﹤0.01% | 1445 |
|
|
2022
Q4 | $282K | Buy |
86,799
+74,374
| +599% | +$242K | ﹤0.01% | 677 |
|
|
2022
Q3 | $34K | Buy |
+12,425
| New | +$34K | ﹤0.01% | 1560 |
|
|
2022
Q2 | – | Sell |
-2,220
| Closed | -$21K | – | 4556 |
|
|
2022
Q1 | $21K | Sell |
2,220
-12,891
| -85% | -$122K | ﹤0.01% | 2071 |
|
|
2021
Q4 | $178K | Sell |
15,111
-15,108
| -50% | -$178K | ﹤0.01% | 1251 |
|
|
2021
Q3 | $358K | Sell |
30,219
-100
| -0.3% | -$1.19K | ﹤0.01% | 1009 |
|
|
2021
Q2 | $363K | Buy |
+30,319
| New | +$363K | ﹤0.01% | 1010 |
|