KCS Wealth Advisory’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $1.33M | Sell |
40,124
-5,170
| -11% | -$172K | 0.57% | 50 |
|
|
2023
Q2 | $1.19M | Buy |
45,294
+4,140
| +10% | +$109K | 0.41% | 67 |
|
|
2023
Q1 | $988K | Buy |
41,154
+6,683
| +19% | +$160K | 0.37% | 73 |
|
|
2022
Q4 | $800K | Buy |
34,471
+18,817
| +120% | +$437K | 0.33% | 79 |
|
|
2022
Q3 | $329K | Buy |
+15,654
| New | +$329K | 0.15% | 120 |
|