Carmel Capital Partners’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-2,260
| Closed | -$268K | – | 170 |
|
|
2024
Q3 | $268K | Buy |
+2,260
| New | +$268K | 0.1% | 138 |
|
|
2023
Q4 | – | Sell |
-2,495
| Closed | -$82.8K | – | 687 |
|
|
2023
Q3 | $82.8K | Buy |
2,495
+235
| +10% | +$7.8K | 0.04% | 212 |
|
|
2023
Q2 | $59.3K | Hold |
2,260
| – | – | 0.03% | 197 |
|
|
2023
Q1 | $54.2K | Buy |
+2,260
| New | +$54.2K | 0.03% | 236 |
|