TRUE Private Wealth Advisors’s Willamette Valley Vineyards WVVI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-500
| Closed | -$3K | – | 711 |
|
|
2020
Q4 | $3K | Hold |
500
| – | – | ﹤0.01% | 649 |
|
|
2020
Q3 | $3K | Hold |
500
| – | – | ﹤0.01% | 610 |
|
|
2020
Q2 | $3K | Hold |
500
| – | – | ﹤0.01% | 608 |
|
|
2020
Q1 | $2K | Sell |
500
-150
| -23% | -$600 | ﹤0.01% | 620 |
|
|
2019
Q4 | $4K | Buy |
+650
| New | +$4K | ﹤0.01% | 700 |
|
|
2019
Q3 | – | Sell |
-650
| Closed | -$4K | – | 723 |
|
|
2019
Q2 | $4K | Buy |
+650
| New | +$4K | ﹤0.01% | 669 |
|
|
2018
Q4 | – | Sell |
-650
| Closed | -$5.14K | – | 923 |
|
|
2018
Q3 | $5.14K | Buy |
+650
| New | +$5.14K | ﹤0.01% | 886 |
|