Advisory Research’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-12,230
| Closed | -$471K | – | 325 |
|
|
2023
Q4 | $471K | Buy |
12,230
+371
| +3% | +$14.3K | 0.07% | 246 |
|
|
2023
Q3 | $393K | Sell |
11,859
-14,808
| -56% | -$491K | 0.05% | 316 |
|
|
2023
Q2 | $700K | Buy |
26,667
+16,319
| +158% | +$428K | 0.09% | 248 |
|
|
2023
Q1 | $248K | Buy |
+10,348
| New | +$248K | 0.04% | 311 |
|