Summit Trail Advisors’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q4 | – | Sell |
-1,519
| Closed | -$417K | – | 187 |
|
|
2018
Q3 | $417K | Buy |
1,519
+415
| +38% | +$114K | 0.09% | 122 |
|
|
2018
Q2 | $304K | Sell |
1,104
-3,928
| -78% | -$1.08M | 0.11% | 106 |
|
|
2018
Q1 | $921K | Buy |
5,032
+588
| +13% | +$108K | 0.16% | 142 |
|
|
2017
Q4 | $1.02M | Buy |
+4,444
| New | +$1.02M | 0.13% | 152 |
|