Mount Yale Investment Advisors’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
Q2 | – | Sell |
-1,399
| Closed | -$244K | – | 450 |
|
|
2021
Q1 | $244K | Buy |
+1,399
| New | +$244K | 0.03% | 362 |
|
|
2019
Q2 | – | Sell |
-2,150
| Closed | -$201K | – | 331 |
|
|
2019
Q1 | $201K | Sell |
2,150
-188
| -8% | -$17.6K | 0.04% | 289 |
|
|
2018
Q4 | $213K | Sell |
2,338
-338
| -13% | -$30.8K | 0.04% | 290 |
|
|
2018
Q3 | $245K | Buy |
2,676
+504
| +23% | +$46.1K | 0.04% | 285 |
|
|
2018
Q2 | $245K | Buy |
2,172
+1,120
| +106% | +$126K | 0.05% | 282 |
|
|
2018
Q1 | $140K | Buy |
+1,052
| New | +$140K | 0.03% | 356 |
|