JFS Wealth Advisors’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $70.2K | Sell |
362
-7
| -2% | -$1.36K | ﹤0.01% | 421 |
|
|
2025
Q1 | $43.3K | Buy |
369
+6
| +2% | +$705 | ﹤0.01% | 501 |
|
|
2024
Q4 | $50K | Buy |
363
+11
| +3% | +$1.52K | ﹤0.01% | 462 |
|
|
2024
Q3 | $41.7K | Sell |
352
-38
| -10% | -$4.51K | ﹤0.01% | 501 |
|
|
2024
Q2 | $33.5K | Sell |
390
-27
| -6% | -$2.32K | ﹤0.01% | 488 |
|
|
2024
Q1 | $29K | Hold |
417
| – | – | ﹤0.01% | 541 |
|
|
2023
Q4 | $16.1K | Buy |
417
+21
| +5% | +$809 | ﹤0.01% | 640 |
|
|
2023
Q3 | $13.1K | Hold |
396
| – | – | ﹤0.01% | 638 |
|
|
2023
Q2 | $10.4K | Hold |
396
| – | – | ﹤0.01% | 721 |
|
|
2023
Q1 | $9.5K | Sell |
396
-56
| -12% | -$1.34K | ﹤0.01% | 734 |
|
|
2022
Q4 | $10.5K | Sell |
452
-44
| -9% | -$1.02K | ﹤0.01% | 693 |
|
|
2022
Q3 | $10K | Buy |
496
+50
| +11% | +$1.01K | ﹤0.01% | 739 |
|
|
2022
Q2 | $10K | Buy |
446
+60
| +16% | +$1.35K | ﹤0.01% | 775 |
|
|
2022
Q1 | $9K | Buy |
386
+221
| +134% | +$5.15K | ﹤0.01% | 841 |
|
|
2021
Q4 | $4K | Buy |
+165
| New | +$4K | ﹤0.01% | 888 |
|