Lee Financial’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-2,691
| Closed | -$600K | – | 156 |
|
|
2024
Q1 | $600K | Sell |
2,691
-30
| -1% | -$6.69K | 0.1% | 89 |
|
|
2023
Q4 | $582K | Buy |
2,721
+10
| +0.4% | +$2.14K | 0.1% | 87 |
|
|
2023
Q3 | $602K | Sell |
2,711
-200
| -7% | -$44.4K | 0.11% | 80 |
|
|
2023
Q2 | $734K | Buy |
2,911
+2,861
| +5,722% | +$721K | 0.13% | 71 |
|
|
2023
Q1 | $11.7K | Sell |
50
-8
| -14% | -$1.87K | ﹤0.01% | 389 |
|
|
2022
Q4 | $13.8K | Hold |
58
| – | – | ﹤0.01% | 408 |
|
|
2022
Q3 | $12K | Buy |
58
+16
| +38% | +$3.31K | ﹤0.01% | 410 |
|
|
2022
Q2 | $9K | Buy |
42
+9
| +27% | +$1.93K | ﹤0.01% | 467 |
|
|
2022
Q1 | $9K | Sell |
33
-6
| -15% | -$1.64K | ﹤0.01% | 452 |
|
|
2021
Q4 | $13K | Buy |
39
+6
| +18% | +$2K | ﹤0.01% | 445 |
|
|
2021
Q3 | $11K | Hold |
33
| – | – | ﹤0.01% | 410 |
|
|
2021
Q2 | $10K | Hold |
33
| – | – | ﹤0.01% | 410 |
|
|
2021
Q1 | $10K | Hold |
33
| – | – | ﹤0.01% | 386 |
|
|
2020
Q4 | $9K | Hold |
33
| – | – | ﹤0.01% | 388 |
|
|
2020
Q3 | $7K | Hold |
33
| – | – | ﹤0.01% | 437 |
|
|
2020
Q2 | $6K | Sell |
33
-2
| -6% | -$364 | ﹤0.01% | 424 |
|
|
2020
Q1 | $5K | Sell |
35
-15
| -30% | -$2.14K | ﹤0.01% | 379 |
|
|
2019
Q4 | $12K | Hold |
50
| – | – | ﹤0.01% | 317 |
|
|
2019
Q3 | $11K | Hold |
50
| – | – | ﹤0.01% | 325 |
|
|
2019
Q2 | $11K | Hold |
50
| – | – | ﹤0.01% | 339 |
|
|
2019
Q1 | $11K | Buy |
+50
| New | +$11K | ﹤0.01% | 326 |
|