Baldwin Wealth Partners’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-50
| Closed | -$10.7K | – | 719 |
|
|
2023
Q4 | $10.7K | Hold |
50
| – | – | ﹤0.01% | 565 |
|
|
2023
Q3 | $11.1K | Hold |
50
| – | – | ﹤0.01% | 568 |
|
|
2023
Q2 | $12.6K | Hold |
50
| – | – | ﹤0.01% | 581 |
|
|
2023
Q1 | $11.7K | Hold |
50
| – | – | ﹤0.01% | 604 |
|
|
2022
Q4 | $11.9K | Sell |
50
-150
| -75% | -$35.8K | ﹤0.01% | 595 |
|
|
2022
Q3 | $43K | Hold |
200
| – | – | 0.01% | 349 |
|
|
2022
Q2 | $44K | Hold |
200
| – | – | 0.01% | 367 |
|
|
2022
Q1 | $52K | Buy |
+200
| New | +$52K | 0.01% | 367 |
|
|
2017
Q1 | – | Sell |
-82
| Closed | -$13K | – | 524 |
|
|
2016
Q4 | $13K | Hold |
82
| – | – | ﹤0.01% | 412 |
|
|
2016
Q3 | $13K | Buy |
+82
| New | +$13K | ﹤0.01% | 426 |
|