YorkBridge Wealth Partners’s Marriott Vacations Worldwide VAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | – | Sell |
-1,679
| Closed | -$265K | – | 294 |
|
|
2022
Q1 | $265K | Buy |
1,679
+352
| +27% | +$55.6K | 0.06% | 255 |
|
|
2021
Q4 | $224K | Buy |
+1,327
| New | +$224K | 0.05% | 268 |
|
|
2019
Q3 | – | Sell |
-189
| Closed | -$18K | – | 621 |
|
|
2019
Q2 | $18K | Sell |
189
-62
| -25% | -$5.91K | 0.01% | 487 |
|
|
2019
Q1 | $23K | Sell |
251
-153
| -38% | -$14K | 0.01% | 455 |
|
|
2018
Q4 | $28K | Buy |
404
+101
| +33% | +$7K | 0.01% | 394 |
|
|
2018
Q3 | $33K | Buy |
303
+3
| +1% | +$327 | 0.02% | 411 |
|
|
2018
Q2 | $34K | Buy |
300
+43
| +17% | +$4.87K | 0.01% | 412 |
|
|
2018
Q1 | $34K | Buy |
257
+25
| +11% | +$3.31K | 0.02% | 413 |
|
|
2017
Q4 | $33K | Sell |
232
-8
| -3% | -$1.14K | 0.02% | 419 |
|
|
2017
Q3 | $30K | Sell |
240
-35
| -13% | -$4.38K | 0.02% | 442 |
|
|
2017
Q2 | $32K | Buy |
275
+40
| +17% | +$4.66K | 0.02% | 432 |
|
|
2017
Q1 | $27K | Buy |
235
+65
| +38% | +$7.47K | 0.01% | 446 |
|
|
2016
Q4 | $14K | Buy |
+170
| New | +$14K | 0.01% | 521 |
|