Balboa Wealth Partners’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-1,804
| Closed | -$249K | – | 372 |
|
|
2024
Q4 | $249K | Buy |
1,804
+18
| +1% | +$2.48K | 0.06% | 240 |
|
|
2024
Q3 | $212K | Buy |
+1,786
| New | +$212K | 0.05% | 258 |
|
|
2024
Q2 | – | Sell |
-3,239
| Closed | -$226K | – | 344 |
|
|
2024
Q1 | $226K | Sell |
3,239
-4,198
| -56% | -$292K | 0.07% | 205 |
|
|
2023
Q4 | $286K | Buy |
+7,437
| New | +$286K | 0.1% | 168 |
|