Chicago Partners Investment Group’s Vistra VST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $524K | Sell |
2,618
-74
| -3% | -$14.8K | 0.02% | 582 |
|
2025
Q1 | $376K | Buy |
+2,692
| New | +$376K | 0.01% | 609 |
|
2018
Q4 | – | Sell |
-895
| Closed | -$20K | – | 910 |
|
2018
Q3 | $20K | Hold |
895
| – | – | ﹤0.01% | 689 |
|
2018
Q2 | $21K | Hold |
895
| – | – | ﹤0.01% | 653 |
|
2018
Q1 | $19K | Hold |
895
| – | – | ﹤0.01% | 655 |
|
2017
Q4 | $16K | Hold |
895
| – | – | ﹤0.01% | 669 |
|
2017
Q3 | $17K | Hold |
895
| – | – | ﹤0.01% | 671 |
|
2017
Q2 | $15K | Buy |
+895
| New | +$15K | ﹤0.01% | 545 |
|