United Capital Financial Advisors’s Vail Resorts MTN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,040
| Closed | -$248K | – | 1026 |
|
|
2022
Q4 | $248K | Buy |
1,040
+13
| +1% | +$3.1K | ﹤0.01% | 929 |
|
|
2022
Q3 | $221K | Sell |
1,027
-20
| -2% | -$4.3K | ﹤0.01% | 985 |
|
|
2022
Q2 | $228K | Sell |
1,047
-1,624
| -61% | -$354K | ﹤0.01% | 1016 |
|
|
2022
Q1 | $695K | Buy |
2,671
+24
| +0.9% | +$6.25K | ﹤0.01% | 756 |
|
|
2021
Q4 | $868K | Sell |
2,647
-24
| -0.9% | -$7.87K | ﹤0.01% | 710 |
|
|
2021
Q3 | $892K | Buy |
2,671
+594
| +29% | +$198K | ﹤0.01% | 703 |
|
|
2021
Q2 | $657K | Sell |
2,077
-12
| -0.6% | -$3.8K | ﹤0.01% | 800 |
|
|
2021
Q1 | $609K | Sell |
2,089
-2
| -0.1% | -$583 | ﹤0.01% | 796 |
|
|
2020
Q4 | $583K | Sell |
2,091
-63
| -3% | -$17.6K | ﹤0.01% | 807 |
|
|
2020
Q3 | $461K | Sell |
2,154
-31
| -1% | -$6.64K | ﹤0.01% | 845 |
|
|
2020
Q2 | $398K | Buy |
2,185
+54
| +3% | +$9.84K | ﹤0.01% | 932 |
|
|
2020
Q1 | $315K | Sell |
2,131
-165
| -7% | -$24.4K | ﹤0.01% | 953 |
|
|
2019
Q4 | $551K | Sell |
2,296
-28,898
| -93% | -$6.94M | ﹤0.01% | 955 |
|
|
2019
Q3 | $7.1M | Buy |
+31,194
| New | +$7.1M | 0.05% | 334 |
|
|
2019
Q1 | – | Sell |
-1,772
| Closed | -$374K | – | 1363 |
|
|
2018
Q4 | $374K | Sell |
1,772
-166
| -9% | -$35K | ﹤0.01% | 999 |
|
|
2018
Q3 | $532K | Sell |
1,938
-44
| -2% | -$12.1K | ﹤0.01% | 956 |
|
|
2018
Q2 | $543K | Sell |
1,982
-124
| -6% | -$34K | ﹤0.01% | 926 |
|
|
2018
Q1 | $467K | Buy |
+2,106
| New | +$467K | ﹤0.01% | 978 |
|
|
2016
Q1 | – | Sell |
-2,756
| Closed | -$353K | – | 1249 |
|
|
2015
Q4 | $353K | Sell |
2,756
-773
| -22% | -$99K | ﹤0.01% | 974 |
|
|
2015
Q3 | $369K | Sell |
3,529
-94
| -3% | -$9.83K | ﹤0.01% | 990 |
|
|
2015
Q2 | $396K | Buy |
+3,623
| New | +$396K | ﹤0.01% | 998 |
|
|
2015
Q1 | – | Sell |
-5,233
| Closed | -$477K | – | 1258 |
|
|
2014
Q4 | $477K | Sell |
5,233
-235
| -4% | -$21.4K | 0.01% | 839 |
|
|
2014
Q3 | $474K | Buy |
+5,468
| New | +$474K | 0.01% | 807 |
|