Fort Sheridan Advisors’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-1,080
| Closed | -$241K | – | 238 |
|
2024
Q1 | $241K | Hold |
1,080
| – | – | 0.05% | 176 |
|
2023
Q4 | $231K | Sell |
1,080
-500
| -32% | -$107K | 0.05% | 175 |
|
2023
Q3 | $351K | Hold |
1,580
| – | – | 0.08% | 140 |
|
2023
Q2 | $398K | Hold |
1,580
| – | – | 0.09% | 133 |
|
2023
Q1 | $369K | Buy |
1,580
+210
| +15% | +$49.1K | 0.09% | 138 |
|
2022
Q4 | $327K | Hold |
1,370
| – | – | 0.11% | 131 |
|
2022
Q3 | $295K | Hold |
1,370
| – | – | 0.1% | 136 |
|
2022
Q2 | $299K | Buy |
+1,370
| New | +$299K | 0.1% | 136 |
|