Steinberg Global Asset Management’s Willamette Valley Vineyards WVVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q1 | $156K | Buy |
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|
2018
Q4 | $142K | Sell |
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|
2018
Q3 | $175K | Hold |
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|
2018
Q2 | $189K | Buy |
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|
2018
Q1 | $168K | Buy |
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|
2017
Q4 | $159K | Buy |
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|
2017
Q3 | $147K | Buy |
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|
2017
Q2 | $126K | Hold |
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|
2017
Q1 | $125K | Hold |
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|
2016
Q4 | $125K | Sell |
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|
2016
Q3 | $133K | Hold |
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|
2016
Q2 | $139K | Hold |
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|
2016
Q1 | $115K | Hold |
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|
2015
Q4 | $118K | Buy |
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|
2015
Q3 | $104K | Buy |
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|
2015
Q2 | $94K | Buy |
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|
2015
Q1 | $63K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $80K | Buy |
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