Choate Investment Advisors’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,095
| Closed | -$261K | – | 330 |
|
|
2022
Q4 | $261K | Sell |
1,095
-95
| -8% | -$22.6K | 0.02% | 234 |
|
|
2022
Q3 | $257K | Sell |
1,190
-115
| -9% | -$24.8K | 0.02% | 218 |
|
|
2022
Q2 | $285K | Sell |
1,305
-180
| -12% | -$39.3K | 0.02% | 221 |
|
|
2022
Q1 | $386K | Sell |
1,485
-505
| -25% | -$131K | 0.02% | 218 |
|
|
2021
Q4 | $653K | Hold |
1,990
| – | – | 0.04% | 157 |
|
|
2021
Q3 | $664K | Sell |
1,990
-15
| -0.7% | -$5.01K | 0.04% | 154 |
|
|
2021
Q2 | $635K | Sell |
2,005
-85
| -4% | -$26.9K | 0.04% | 160 |
|
|
2021
Q1 | $609K | Sell |
2,090
-65
| -3% | -$18.9K | 0.04% | 158 |
|
|
2020
Q4 | $601K | Buy |
2,155
+760
| +54% | +$212K | 0.04% | 145 |
|
|
2020
Q3 | $298K | Buy |
+1,395
| New | +$298K | 0.02% | 205 |
|