Wealthspire Advisors (Maryland)’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 |
-713
| Closed | -$67K | – | 2006 |
|
|
2019
Q1 | $67K | Buy |
713
+685
| +2,446% | +$64.4K | 0.01% | 786 |
|
|
2018
Q4 | $2K | Sell |
28
-79
| -74% | -$5.64K | ﹤0.01% | 2144 |
|
|
2018
Q3 | $12K | Buy |
107
+34
| +47% | +$3.81K | ﹤0.01% | 1463 |
|
|
2018
Q2 | $8K | Sell |
73
-6
| -8% | -$658 | ﹤0.01% | 1631 |
|
|
2018
Q1 | $11K | Hold |
79
| – | – | ﹤0.01% | 1542 |
|
|
2017
Q4 | $11K | Buy |
79
+63
| +394% | +$8.77K | ﹤0.01% | 1561 |
|
|
2017
Q3 | $2K | Sell |
16
-18
| -53% | -$2.25K | ﹤0.01% | 2020 |
|
|
2017
Q2 | $4K | Sell |
34
-2
| -6% | -$235 | ﹤0.01% | 1849 |
|
|
2017
Q1 | $4K | Hold |
36
| – | – | ﹤0.01% | 1581 |
|
|
2016
Q4 | $3K | Hold |
36
| – | – | ﹤0.01% | 1494 |
|
|
2016
Q3 | $3K | Hold |
36
| – | – | ﹤0.01% | 1499 |
|
|
2016
Q2 | $2K | Hold |
36
| – | – | ﹤0.01% | 1539 |
|
|
2016
Q1 | $2K | Sell |
36
-46
| -56% | -$2.56K | ﹤0.01% | 1562 |
|
|
2015
Q4 | $5K | Buy |
+82
| New | +$5K | ﹤0.01% | 1369 |
|