Liberty Wealth Management’s Marriott Vacations Worldwide VAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-42
| Closed | -$7K | – | 1054 |
|
|
2021
Q3 | $7K | Hold |
42
| – | – | ﹤0.01% | 894 |
|
|
2021
Q2 | $7K | Buy |
42
+1
| +2% | +$167 | ﹤0.01% | 740 |
|
|
2021
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 711 |
|
|
2020
Q4 | $5K | Sell |
41
-1
| -2% | -$122 | ﹤0.01% | 707 |
|
|
2020
Q3 | $4K | Hold |
42
| – | – | ﹤0.01% | 674 |
|
|
2020
Q2 | $3K | Hold |
42
| – | – | ﹤0.01% | 714 |
|
|
2020
Q1 | $2K | Buy |
42
+1
| +2% | +$48 | ﹤0.01% | 752 |
|
|
2019
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 680 |
|
|
2019
Q3 | $4K | Hold |
41
| – | – | ﹤0.01% | 683 |
|
|
2019
Q2 | $4K | Buy |
41
+1
| +3% | +$98 | ﹤0.01% | 704 |
|
|
2019
Q1 | $3K | Hold |
40
| – | – | ﹤0.01% | 610 |
|
|
2018
Q4 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 689 |
|