Sheets Smith Wealth Management’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-1,698
| Closed | -$557K | – | 376 |
|
2021
Q4 | $557K | Buy |
+1,698
| New | +$557K | 0.07% | 218 |
|
2018
Q4 | – | Sell |
-3,572
| Closed | -$980K | – | 304 |
|
2018
Q3 | $980K | Buy |
3,572
+32
| +0.9% | +$8.78K | 0.2% | 124 |
|
2018
Q2 | $971K | Buy |
3,540
+84
| +2% | +$23K | 0.23% | 107 |
|
2018
Q1 | $766K | Sell |
3,456
-91
| -3% | -$20.2K | 0.18% | 138 |
|
2017
Q4 | $754K | Buy |
3,547
+58
| +2% | +$12.3K | 0.18% | 149 |
|
2017
Q3 | $796K | Sell |
3,489
-38
| -1% | -$8.67K | 0.2% | 137 |
|
2017
Q2 | $715K | Sell |
3,527
-161
| -4% | -$32.6K | 0.19% | 138 |
|
2017
Q1 | $708K | Sell |
3,688
-32
| -0.9% | -$6.14K | 0.19% | 146 |
|
2016
Q4 | $600K | Sell |
3,720
-212
| -5% | -$34.2K | 0.17% | 164 |
|
2016
Q3 | $617K | Buy |
+3,932
| New | +$617K | 0.17% | 164 |
|