Impact Partnership Wealth’s Vistra VST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $786K | Sell |
4,055
-648
| -14% | -$126K | 0.14% | 65 |
|
2025
Q1 | $552K | Buy |
4,703
+536
| +13% | +$62.9K | 0.12% | 97 |
|
2024
Q4 | $575K | Sell |
4,167
-1,352
| -24% | -$186K | 0.12% | 106 |
|
2024
Q3 | $654K | Buy |
+5,519
| New | +$654K | 0.15% | 86 |
|
2024
Q2 | – | Sell |
-3,329
| Closed | -$232K | – | 690 |
|
2024
Q1 | $232K | Buy |
3,329
+309
| +10% | +$21.5K | 0.09% | 149 |
|
2023
Q4 | $116K | Buy |
+3,020
| New | +$116K | 0.04% | 227 |
|