Heritage Wealth Management (Arizona)’s Marriott Vacations Worldwide VAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q4 | $76.2K | Buy |
566
+283
| +100% | +$38.1K | 0.01% | 449 |
|
|
2022
Q3 | $34K | Hold |
283
| – | – | 0.01% | 456 |
|
|
2022
Q2 | $32.9K | Hold |
283
| – | – | 0.01% | 479 |
|
|
2022
Q1 | $45K | Buy |
+283
| New | +$45K | 0.01% | 491 |
|
|
2021
Q3 | $45K | Hold |
283
| – | – | 0.02% | 458 |
|
|
2021
Q2 | $45K | Hold |
283
| – | – | 0.02% | 469 |
|
|
2021
Q1 | $49K | Buy |
+283
| New | +$49K | 0.03% | 377 |
|