Kestra Advisory Services’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,377
| Closed | -$446K | – | 2843 |
|
|
2024
Q4 | $446K | Buy |
+2,377
| New | +$446K | ﹤0.01% | 1941 |
|
|
2023
Q1 | – | Sell |
-1,250
| Closed | -$298K | – | 2231 |
|
|
2022
Q4 | $298K | Buy |
1,250
+160
| +15% | +$38.1K | ﹤0.01% | 1749 |
|
|
2022
Q3 | $235K | Sell |
1,090
-16
| -1% | -$3.45K | ﹤0.01% | 1759 |
|
|
2022
Q2 | $241K | Buy |
+1,106
| New | +$241K | ﹤0.01% | 1781 |
|
|
2021
Q4 | – | Sell |
-659
| Closed | -$220K | – | 2126 |
|
|
2021
Q3 | $220K | Buy |
+659
| New | +$220K | ﹤0.01% | 1917 |
|