Dynamic Advisor Solutions’s Vail Resorts MTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-1,021
| Closed | -$227K | – | 977 |
|
|
2024
Q1 | $227K | Sell |
1,021
-104
| -9% | -$23.2K | 0.01% | 828 |
|
|
2023
Q4 | $236K | Sell |
1,125
-659
| -37% | -$138K | 0.01% | 783 |
|
|
2023
Q3 | $396K | Sell |
1,784
-271
| -13% | -$60.1K | 0.02% | 579 |
|
|
2023
Q2 | $517K | Buy |
2,055
+35
| +2% | +$8.81K | 0.03% | 491 |
|
|
2023
Q1 | $472K | Buy |
+2,020
| New | +$472K | 0.03% | 484 |
|
|
2021
Q1 | – | Sell |
-2,463
| Closed | -$687K | – | 699 |
|
|
2020
Q4 | $687K | Buy |
2,463
+35
| +1% | +$9.76K | 0.06% | 302 |
|
|
2020
Q3 | $519K | Hold |
2,428
| – | – | 0.06% | 304 |
|
|
2020
Q2 | $442K | Buy |
2,428
+81
| +3% | +$14.7K | 0.06% | 300 |
|
|
2020
Q1 | $347K | Buy |
2,347
+156
| +7% | +$23.1K | 0.06% | 306 |
|
|
2019
Q4 | $525K | Sell |
2,191
-174
| -7% | -$41.7K | 0.07% | 304 |
|
|
2019
Q3 | $538K | Sell |
2,365
-30
| -1% | -$6.83K | 0.08% | 257 |
|
|
2019
Q2 | $535K | Buy |
2,395
+280
| +13% | +$62.5K | 0.09% | 246 |
|
|
2019
Q1 | $460K | Buy |
+2,115
| New | +$460K | 0.09% | 236 |
|