Evoke Wealth’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-6,032
| Closed | -$1.34M | – | 256 |
|
|
2023
Q3 | $1.34M | Sell |
6,032
-1,874
| -24% | -$416K | 0.05% | 154 |
|
|
2023
Q2 | $2.01M | Sell |
7,906
-2,946
| -27% | -$748K | 0.07% | 109 |
|
|
2023
Q1 | $2.56M | Buy |
10,852
+166
| +2% | +$39.1K | 0.09% | 100 |
|
|
2022
Q4 | $2.57M | Sell |
10,686
-3,587
| -25% | -$862K | 0.09% | 99 |
|
|
2022
Q3 | $3.08M | Buy |
14,273
+144
| +1% | +$31.1K | 0.12% | 84 |
|
|
2022
Q2 | $3.11M | Buy |
14,129
+1,978
| +16% | +$435K | 0.12% | 88 |
|
|
2022
Q1 | $3.16M | Buy |
+12,151
| New | +$3.16M | 0.1% | 94 |
|
|
2021
Q2 | – | Sell |
-782
| Closed | -$228K | – | 1210 |
|
|
2021
Q1 | $228K | Hold |
782
| – | – | 0.01% | 288 |
|
|
2020
Q4 | $218K | Sell |
782
-93
| -11% | -$25.9K | 0.01% | 225 |
|
|
2020
Q3 | $187K | Hold |
875
| – | – | 0.02% | 219 |
|
|
2020
Q2 | $159K | Hold |
875
| – | – | 0.02% | 216 |
|
|
2020
Q1 | $131K | Sell |
875
-78
| -8% | -$11.7K | 0.02% | 226 |
|
|
2019
Q4 | $230K | Hold |
953
| – | – | 0.03% | 206 |
|
|
2019
Q3 | $217K | Buy |
+953
| New | +$217K | 0.03% | 243 |
|