Synergy Financial Group’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-879
| Closed | -$221K | – | 79 |
|
|
2023
Q2 | $221K | Hold |
879
| – | – | 0.3% | 75 |
|
|
2023
Q1 | $205K | Sell |
879
-235
| -21% | -$54.9K | 0.33% | 77 |
|
|
2022
Q4 | $266K | Sell |
1,114
-296
| -21% | -$70.6K | 0.52% | 56 |
|
|
2022
Q3 | $304K | Hold |
1,410
| – | – | 0.46% | 60 |
|
|
2022
Q2 | $307K | Hold |
1,410
| – | – | 0.48% | 61 |
|
|
2022
Q1 | $367K | Buy |
1,410
+251
| +22% | +$65.3K | 0.39% | 62 |
|
|
2021
Q4 | $380K | Buy |
+1,159
| New | +$380K | 0.34% | 70 |
|