Berman Capital Advisors’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | $58K | Buy |
3,421
+1,916
| +127% | +$32.5K | 0.01% | 616 |
|
|
2021
Q2 | $27K | Buy |
1,505
+1,341
| +818% | +$24.1K | ﹤0.01% | 800 |
|
|
2021
Q1 | $2K | Sell |
164
-69
| -30% | -$841 | ﹤0.01% | 1558 |
|
|
2020
Q4 | $4K | Buy |
233
+2
| +0.9% | +$34 | ﹤0.01% | 1246 |
|
|
2020
Q3 | $4K | Sell |
231
-43
| -16% | -$745 | ﹤0.01% | 1145 |
|
|
2020
Q2 | $5K | Sell |
274
-15
| -5% | -$274 | ﹤0.01% | 1003 |
|
|
2020
Q1 | $4K | Buy |
289
+233
| +416% | +$3.23K | ﹤0.01% | 977 |
|
|
2019
Q4 | $1K | Buy |
56
+1
| +2% | +$18 | ﹤0.01% | 1399 |
|
|
2019
Q3 | $1K | Hold |
55
| – | – | ﹤0.01% | 1381 |
|
|
2019
Q2 | $1K | Hold |
55
| – | – | ﹤0.01% | 1400 |
|
|
2019
Q1 | $1K | Buy |
55
+45
| +450% | +$818 | ﹤0.01% | 1278 |
|
|
2018
Q4 | $0 | Buy |
+10
| New | – | ﹤0.01% | 1280 |
|