BerganKDV Wealth Management’s Vistra VST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2023
Q2 | $735 | Hold |
28
| – | – | ﹤0.01% | 781 |
|
2023
Q1 | $672 | Hold |
28
| – | – | ﹤0.01% | 946 |
|
2022
Q4 | $650 | Hold |
28
| – | – | ﹤0.01% | 929 |
|
2022
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 938 |
|
2022
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 948 |
|
2022
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 970 |
|
2021
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 1025 |
|