BerganKDV 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
Q2 | – | Sell |
-6
| Closed | -$1.43K | – | 1004 |
|
|
2023
Q1 | $1.43K | Hold |
6
| – | – | ﹤0.01% | 871 |
|
|
2022
Q4 | $1.46K | Hold |
6
| – | – | ﹤0.01% | 839 |
|
|
2022
Q3 | $1K | Sell |
6
-5
| -45% | -$833 | ﹤0.01% | 910 |
|
|
2022
Q2 | $2K | Hold |
11
| – | – | ﹤0.01% | 838 |
|
|
2022
Q1 | $3K | Hold |
11
| – | – | ﹤0.01% | 813 |
|
|
2021
Q4 | $4K | Sell |
11
-1
| -8% | -$364 | ﹤0.01% | 822 |
|
|
2021
Q3 | $4K | Hold |
12
| – | – | ﹤0.01% | 784 |
|
|
2021
Q2 | $4K | Hold |
12
| – | – | ﹤0.01% | 734 |
|
|
2021
Q1 | $3K | Hold |
12
| – | – | ﹤0.01% | 744 |
|
|
2020
Q4 | $3K | Buy |
12
+5
| +71% | +$1.25K | ﹤0.01% | 740 |
|
|
2020
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 837 |
|
|
2020
Q2 | $1K | Hold |
7
| – | – | ﹤0.01% | 883 |
|
|
2020
Q1 | $1K | Hold |
7
| – | – | ﹤0.01% | 854 |
|
|
2019
Q4 | $2K | Buy |
+7
| New | +$2K | ﹤0.01% | 782 |
|