Kovack Advisors’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | – | Sell |
-1,083
| Closed | -$253K | – | 609 |
|
2023
Q1 | $253K | Sell |
1,083
-7
| -0.6% | -$1.64K | 0.03% | 451 |
|
2022
Q4 | $260K | Buy |
1,090
+4
| +0.4% | +$953 | 0.04% | 439 |
|
2022
Q3 | $234K | Buy |
+1,086
| New | +$234K | 0.03% | 475 |
|
2022
Q1 | – | Sell |
-706
| Closed | -$231K | – | 752 |
|
2021
Q4 | $231K | Sell |
706
-51
| -7% | -$16.7K | 0.02% | 607 |
|
2021
Q3 | $253K | Hold |
757
| – | – | 0.03% | 584 |
|
2021
Q2 | $240K | Buy |
757
+20
| +3% | +$6.34K | 0.03% | 580 |
|
2021
Q1 | $215K | Buy |
+737
| New | +$215K | 0.03% | 562 |
|
2018
Q4 | – | Sell |
-835
| Closed | -$229K | – | 442 |
|
2018
Q3 | $229K | Buy |
+835
| New | +$229K | 0.06% | 360 |
|