Charter Oak Capital Management’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-1,053
| Closed | -$24K | – | 876 |
|
|
2022
Q2 | $24K | Hold |
1,053
| – | – | ﹤0.01% | 445 |
|
|
2022
Q1 | $24K | Hold |
1,053
| – | – | ﹤0.01% | 479 |
|
|
2021
Q4 | $24K | Buy |
1,053
+248
| +31% | +$5.65K | ﹤0.01% | 474 |
|
|
2021
Q3 | $14K | Hold |
805
| – | – | ﹤0.01% | 529 |
|
|
2021
Q2 | $15K | Buy |
+805
| New | +$15K | ﹤0.01% | 510 |
|