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