CWM
CarsonAllaria Wealth Management’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $67.1K | Hold |
346
| – | – | 0.04% | 122 |
|
|
2025
Q1 | $40.6K | Hold |
346
| – | – | 0.02% | 142 |
|
|
2024
Q4 | $47.7K | Hold |
346
| – | – | 0.03% | 132 |
|
|
2024
Q3 | $41K | Hold |
346
| – | – | 0.02% | 141 |
|
|
2024
Q2 | $29.7K | Buy |
346
+58
| +20% | +$4.99K | 0.02% | 156 |
|
|
2024
Q1 | $20.1K | Buy |
+288
| New | +$20.1K | 0.01% | 191 |
|