Valeo Financial Advisors’s Marriott Vacations Worldwide VAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-1,500
| Closed | -$140K | – | 1657 |
|
|
2019
Q1 | $140K | Hold |
1,500
| – | – | 0.02% | 349 |
|
|
2018
Q4 | $106K | Buy |
1,500
+750
| +100% | +$53K | 0.01% | 366 |
|
|
2018
Q3 | $66K | Buy |
750
+250
| +50% | +$22K | 0.01% | 489 |
|
|
2018
Q2 | $58K | Hold |
500
| – | – | 0.01% | 509 |
|
|
2018
Q1 | $67K | Sell |
500
-250
| -33% | -$33.5K | 0.01% | 440 |
|
|
2017
Q4 | $101K | Buy |
+750
| New | +$101K | 0.02% | 339 |
|