Kozak & Associates’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-99
| Closed | -$21.1K | – | 398 |
|
|
2023
Q3 | $21.1K | Hold |
99
| – | – | 0.01% | 191 |
|
|
2023
Q2 | $24.6K | Hold |
99
| – | – | 0.01% | 181 |
|
|
2023
Q1 | $23.1K | Hold |
99
| – | – | 0.01% | 190 |
|
|
2022
Q4 | $24K | Hold |
99
| – | – | 0.01% | 184 |
|
|
2022
Q3 | $21K | Hold |
99
| – | – | 0.01% | 188 |
|
|
2022
Q2 | $22K | Hold |
99
| – | – | 0.01% | 194 |
|
|
2022
Q1 | $24K | Hold |
99
| – | – | 0.02% | 202 |
|
|
2021
Q4 | $24K | Hold |
99
| – | – | 0.02% | 202 |
|
|
2021
Q3 | $35K | Buy |
+99
| New | +$35K | 0.02% | 182 |
|