Sterneck Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,475
| Closed | -$8.96K | – | 100 |
|
|
2023
Q2 | $8.96K | Hold |
10,475
| – | – | 0.01% | 98 |
|
|
2023
Q1 | $11.2K | Hold |
10,475
| – | – | 0.01% | 99 |
|
|
2022
Q4 | $34.1K | Sell |
10,475
-4,830
| -32% | -$15.7K | 0.02% | 99 |
|
|
2022
Q3 | $42K | Hold |
15,305
| – | – | 0.03% | 91 |
|
|
2022
Q2 | $120K | Buy |
15,305
+1,000
| +7% | +$7.84K | 0.08% | 90 |
|
|
2022
Q1 | $141K | Buy |
14,305
+3,784
| +36% | +$37.3K | 0.08% | 94 |
|
|
2021
Q4 | $124K | Buy |
+10,521
| New | +$124K | 0.07% | 97 |
|