Fulcrum Equity Management’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-6,602
| Closed | -$910K | – | 126 |
|
|
2024
Q4 | $910K | Sell |
6,602
-6,947
| -51% | -$958K | 0.9% | 35 |
|
|
2024
Q3 | $1.61M | Buy |
13,549
+364
| +3% | +$43.1K | 1.36% | 9 |
|
|
2024
Q2 | $1.13M | Sell |
13,185
-490
| -4% | -$42.1K | 1.02% | 33 |
|
|
2024
Q1 | $952K | Buy |
13,675
+91
| +0.7% | +$6.34K | 1.12% | 31 |
|
|
2023
Q4 | $523K | Sell |
13,584
-192
| -1% | -$7.4K | 0.65% | 39 |
|
|
2023
Q3 | $457K | Sell |
13,776
-2
| -0% | -$66 | 0.54% | 49 |
|
|
2023
Q2 | $362K | Buy |
+13,778
| New | +$362K | 0.42% | 64 |
|