J.W. Cole Advisors’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.69M | Buy |
8,716
+497
| +6% | +$96.3K | 0.04% | 481 |
|
|
2025
Q1 | $965K | Buy |
8,219
+649
| +9% | +$76.2K | 0.03% | 553 |
|
|
2024
Q4 | $1.04M | Buy |
7,570
+1,030
| +16% | +$142K | 0.04% | 402 |
|
|
2024
Q3 | $775K | Buy |
6,540
+44
| +0.7% | +$5.22K | 0.03% | 457 |
|
|
2024
Q2 | $558K | Sell |
6,496
-1,090
| -14% | -$93.7K | 0.03% | 501 |
|
|
2024
Q1 | $531K | Buy |
7,586
+977
| +15% | +$68.4K | 0.03% | 520 |
|
|
2023
Q4 | $255K | Buy |
+6,609
| New | +$255K | 0.01% | 696 |
|