Baker Tilly Wealth Management’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-2,087
| Closed | -$525K | – | 524 |
|
|
2023
Q2 | $525K | Buy |
2,087
+18
| +0.9% | +$4.53K | 0.06% | 325 |
|
|
2023
Q1 | $483K | Sell |
2,069
-182
| -8% | -$42.5K | 0.05% | 342 |
|
|
2022
Q4 | $537K | Buy |
2,251
+849
| +61% | +$202K | 0.07% | 303 |
|
|
2022
Q3 | $302K | Sell |
1,402
-272
| -16% | -$58.6K | 0.04% | 409 |
|
|
2022
Q2 | $365K | Buy |
1,674
+40
| +2% | +$8.72K | 0.05% | 379 |
|
|
2022
Q1 | $425K | Buy |
1,634
+386
| +31% | +$100K | 0.05% | 381 |
|
|
2021
Q4 | $409K | Buy |
1,248
+260
| +26% | +$85.2K | 0.04% | 389 |
|
|
2021
Q3 | $330K | Buy |
988
+177
| +22% | +$59.1K | 0.04% | 400 |
|
|
2021
Q2 | $257K | Sell |
811
-15
| -2% | -$4.75K | 0.04% | 425 |
|
|
2021
Q1 | $241K | Buy |
+826
| New | +$241K | 0.05% | 413 |
|