CWM
Cordatus Wealth Management’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $816K | Buy |
4,208
+10
| +0.2% | +$1.94K | 0.2% | 87 |
|
|
2025
Q1 | $493K | Buy |
4,198
+83
| +2% | +$9.75K | 0.14% | 110 |
|
|
2024
Q4 | $567K | Buy |
4,115
+6
| +0.1% | +$827 | 0.15% | 97 |
|
|
2024
Q3 | $487K | Sell |
4,109
-24
| -0.6% | -$2.84K | 0.17% | 85 |
|
|
2024
Q2 | $355K | Sell |
4,133
-14
| -0.3% | -$1.2K | 0.13% | 100 |
|
|
2024
Q1 | $289K | Buy |
+4,147
| New | +$289K | 0.21% | 50 |
|