Beverly Hills Private Wealth’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-1,259
| Closed | -$227K | – | 355 |
|
|
2024
Q2 | $227K | Sell |
1,259
-114
| -8% | -$20.5K | 0.05% | 317 |
|
|
2024
Q1 | $306K | Sell |
1,373
-56
| -4% | -$12.5K | 0.07% | 272 |
|
|
2023
Q4 | $305K | Sell |
1,429
-95
| -6% | -$20.3K | 0.08% | 251 |
|
|
2023
Q3 | $338K | Sell |
1,524
-1,661
| -52% | -$369K | 0.1% | 214 |
|
|
2023
Q2 | $734K | Buy |
3,185
+1,596
| +100% | +$368K | 0.12% | 185 |
|
|
2023
Q1 | $371K | Buy |
1,589
+142
| +10% | +$33.2K | 0.12% | 196 |
|
|
2022
Q4 | $345K | Buy |
+1,447
| New | +$345K | 0.15% | 152 |
|