Cary Street Partners Investment Advisory’s Vistra VST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $191K | Buy |
+984
| New | +$191K | 0.09% | 253 |
|
2023
Q4 | – | Sell |
-121
| Closed | -$4.02K | – | 1767 |
|
2023
Q3 | $4.02K | Hold |
121
| – | – | ﹤0.01% | 1551 |
|
2023
Q2 | $3.18K | Hold |
121
| – | – | ﹤0.01% | 1514 |
|
2023
Q1 | $2.9K | Hold |
121
| – | – | ﹤0.01% | 1444 |
|
2022
Q4 | $2.81K | Buy |
+121
| New | +$2.81K | ﹤0.01% | 1453 |
|