Valeo 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-148
| Closed | -$43K | – | 1229 |
|
|
2021
Q1 | $43K | Buy |
148
+4
| +3% | +$1.16K | ﹤0.01% | 885 |
|
|
2020
Q4 | $40K | Hold |
144
| – | – | ﹤0.01% | 835 |
|
|
2020
Q3 | $31K | Sell |
144
-45
| -24% | -$9.69K | ﹤0.01% | 778 |
|
|
2020
Q2 | $34K | Sell |
189
-21
| -10% | -$3.78K | ﹤0.01% | 827 |
|
|
2020
Q1 | $34K | Buy |
210
+69
| +49% | +$11.2K | ﹤0.01% | 700 |
|
|
2019
Q4 | $34K | Sell |
141
-59
| -30% | -$14.2K | ﹤0.01% | 771 |
|
|
2019
Q3 | $46K | Buy |
200
+44
| +28% | +$10.1K | 0.01% | 633 |
|
|
2019
Q2 | $35K | Buy |
156
+8
| +5% | +$1.8K | ﹤0.01% | 692 |
|
|
2019
Q1 | $32K | Buy |
148
+9
| +6% | +$1.95K | ﹤0.01% | 654 |
|
|
2018
Q4 | $29K | Buy |
139
+5
| +4% | +$1.04K | ﹤0.01% | 607 |
|
|
2018
Q3 | $33K | Sell |
134
-2
| -1% | -$493 | ﹤0.01% | 632 |
|
|
2018
Q2 | $39K | Buy |
136
+71
| +109% | +$20.4K | 0.01% | 593 |
|
|
2018
Q1 | $14K | Buy |
65
+35
| +117% | +$7.54K | ﹤0.01% | 833 |
|
|
2017
Q4 | $6K | Sell |
30
-2
| -6% | -$400 | ﹤0.01% | 968 |
|
|
2017
Q3 | $7K | Buy |
+32
| New | +$7K | ﹤0.01% | 787 |
|