BDO Wealth Advisors’s Marriott Vacations Worldwide VAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | $73.2K | Hold |
597
| – | – | 0.01% | 375 |
|
|
2023
Q1 | $80.4K | Hold |
597
| – | – | 0.01% | 352 |
|
|
2022
Q4 | $80.3K | Hold |
597
| – | – | 0.01% | 357 |
|
|
2022
Q3 | $73K | Hold |
597
| – | – | 0.01% | 361 |
|
|
2022
Q2 | $69K | Hold |
597
| – | – | 0.01% | 368 |
|
|
2022
Q1 | $94K | Hold |
597
| – | – | 0.01% | 345 |
|
|
2021
Q4 | $101K | Hold |
597
| – | – | 0.01% | 349 |
|
|
2021
Q3 | $94K | Sell |
597
-7
| -1% | -$1.1K | 0.01% | 362 |
|
|
2021
Q2 | $96K | Hold |
604
| – | – | 0.01% | 379 |
|
|
2021
Q1 | $105K | Sell |
604
-260
| -30% | -$45.2K | 0.01% | 354 |
|
|
2020
Q4 | $118K | Hold |
864
| – | – | 0.02% | 271 |
|
|
2020
Q3 | $78K | Sell |
864
-530
| -38% | -$47.8K | 0.01% | 292 |
|
|
2020
Q2 | $115K | Hold |
1,394
| – | – | 0.02% | 267 |
|
|
2020
Q1 | $77K | Buy |
1,394
+1,354
| +3,385% | +$74.8K | 0.02% | 301 |
|
|
2019
Q4 | $5K | Hold |
40
| – | – | ﹤0.01% | 498 |
|
|
2019
Q3 | $4K | Buy |
+40
| New | +$4K | ﹤0.01% | 555 |
|
|
2017
Q3 | – | Sell |
-500
| Closed | -$59K | – | 549 |
|
|
2017
Q2 | $59K | Buy |
+500
| New | +$59K | 0.03% | 221 |
|