Kerrisdale Advisers’s Marriott Vacations Worldwide VAC Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-41,166	Closed	-$4.27M	–	40
2019 Q3	$4.27M	Sell	41,166 -57,476	-58%	-$5.95M	2.67%	11
2019 Q2	$9.51M	Buy	+98,642	New	+$9.51M	3.4%	11