Regal 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,240
| Closed | -$390K | – | 496 |
|
|
2024
Q3 | $390K | Buy |
2,240
+834
| +59% | +$145K | 0.03% | 391 |
|
|
2024
Q2 | $253K | Buy |
1,406
+271
| +24% | +$48.8K | 0.02% | 494 |
|
|
2024
Q1 | $253K | Buy |
1,135
+106
| +10% | +$23.6K | 0.02% | 496 |
|
|
2023
Q4 | $220K | Buy |
+1,029
| New | +$220K | 0.02% | 494 |
|
|
2021
Q3 | – | Sell |
-702
| Closed | -$222K | – | 536 |
|
|
2021
Q2 | $222K | Buy |
+702
| New | +$222K | 0.02% | 493 |
|