Mount Yale Investment Advisors’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.2K | Buy |
+212
| New | +$33.2K | ﹤0.01% | 932 |
|
|
2023
Q1 | – | Sell |
-1,440
| Closed | -$343K | – | 514 |
|
|
2022
Q4 | $343K | Buy |
+1,440
| New | +$343K | 0.04% | 333 |
|
|
2022
Q2 | – | Sell |
-781
| Closed | -$203K | – | 480 |
|
|
2022
Q1 | $203K | Buy |
+781
| New | +$203K | 0.02% | 453 |
|
|
2021
Q1 | – | Sell |
-892
| Closed | -$249K | – | 434 |
|
|
2020
Q4 | $249K | Buy |
+892
| New | +$249K | 0.03% | 339 |
|
|
2018
Q4 | – | Sell |
-181
| Closed | -$48K | – | 598 |
|
|
2018
Q3 | $48K | Buy |
181
+31
| +21% | +$8.22K | 0.01% | 606 |
|
|
2018
Q2 | $41K | Hold |
150
| – | – | 0.01% | 667 |
|
|
2018
Q1 | $33K | Buy |
+150
| New | +$33K | 0.01% | 692 |
|