KCM Investment Advisors’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-9,740
| Closed | -$223K | – | 401 |
|
|
2022
Q2 | $223K | Sell |
9,740
-5,960
| -38% | -$136K | 0.01% | 364 |
|
|
2022
Q1 | $365K | Buy |
15,700
+1,800
| +13% | +$41.8K | 0.01% | 331 |
|
|
2021
Q4 | $317K | Sell |
13,900
-2,000
| -13% | -$45.6K | 0.01% | 339 |
|
|
2021
Q3 | $272K | Sell |
15,900
-11,000
| -41% | -$188K | 0.01% | 340 |
|
|
2021
Q2 | $499K | Sell |
26,900
-3,100
| -10% | -$57.5K | 0.02% | 265 |
|
|
2021
Q1 | $530K | Buy |
+30,000
| New | +$530K | 0.02% | 248 |
|