WealthSource Partners’s Vail Resorts MTN Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-1,213
| Closed | -$258K | – | 317 |
|
|
2017
Q4 | $258K | Sell |
1,213
-10
| -0.8% | -$2.13K | 0.08% | 233 |
|
|
2017
Q3 | $279K | Buy |
1,223
+99
| +9% | +$22.6K | 0.09% | 218 |
|
|
2017
Q2 | $228K | Sell |
1,124
-711
| -39% | -$144K | 0.08% | 244 |
|
|
2017
Q1 | $352K | Sell |
1,835
-15
| -0.8% | -$2.88K | 0.13% | 171 |
|
|
2016
Q4 | $298K | Buy |
1,850
+26
| +1% | +$4.19K | 0.13% | 173 |
|
|
2016
Q3 | $286K | Sell |
1,824
-8
| -0.4% | -$1.25K | 0.1% | 190 |
|
|
2016
Q2 | $253K | Buy |
+1,832
| New | +$253K | 0.09% | 194 |
|