Atria Wealth Solutions’s Vista Energy VIST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q3 | – | Sell |
-11,800
| Closed | -$537K | – | 2029 |
|
2024
Q2 | $537K | Buy |
11,800
+1,100
| +10% | +$50K | 0.01% | 1195 |
|
2024
Q1 | $443K | Buy |
10,700
+3,000
| +39% | +$124K | 0.01% | 1313 |
|
2023
Q4 | $227K | Buy |
7,700
+100
| +1% | +$2.95K | ﹤0.01% | 1681 |
|
2023
Q3 | $231K | Buy |
+7,600
| New | +$231K | ﹤0.01% | 1583 |
|