Cherry Tree Wealth Management’s Vistra VST Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$23.2K Hold
120
0.01% 324
2025
Q1
$14.1K Sell
120
-93
-44% -$10.9K ﹤0.01% 383
2024
Q4
$29.4K Buy
213
+203
+2,030% +$28K 0.01% 297
2024
Q3
$1.19K Buy
+10
New +$1.19K ﹤0.01% 557