AWM
Avior Wealth Management’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-180
| Closed | -$24.8K | – | 2304 |
|
|
2024
Q4 | $24.8K | Buy |
180
+65
| +57% | +$8.96K | ﹤0.01% | 1360 |
|
|
2024
Q3 | $13.6K | Buy |
115
+15
| +15% | +$1.78K | ﹤0.01% | 1456 |
|
|
2024
Q2 | $8.6K | Sell |
100
-467
| -82% | -$40.2K | ﹤0.01% | 1558 |
|
|
2024
Q1 | $39.5K | Buy |
+567
| New | +$39.5K | ﹤0.01% | 1320 |
|
|
2020
Q4 | – | Sell |
-200
| Closed | -$3K | – | 1105 |
|
|
2020
Q3 | $3K | Hold |
200
| – | – | ﹤0.01% | 809 |
|
|
2020
Q2 | $3K | Hold |
200
| – | – | ﹤0.01% | 776 |
|
|
2020
Q1 | $3K | Hold |
200
| – | – | ﹤0.01% | 670 |
|
|
2019
Q4 | $4K | Hold |
200
| – | – | ﹤0.01% | 678 |
|
|
2019
Q3 | $5K | Hold |
200
| – | – | ﹤0.01% | 627 |
|
|
2019
Q2 | $5K | Hold |
200
| – | – | ﹤0.01% | 657 |
|
|
2019
Q1 | $5K | Hold |
200
| – | – | ﹤0.01% | 574 |
|
|
2018
Q4 | $4K | Buy |
+200
| New | +$4K | ﹤0.01% | 640 |
|