Legacy Wealth Management (Mississippi)’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q3
Sell
2023
Q2
$2.12M Hold
2023
Q1
$1.93M Hold
2022
Q4
$1.87M Sell
2022
Q3
$1.7M Sell
2022
Q2
$1.86M Sell
2022
Q1
$1.98M Sell
2021
Q4
$1.94M Buy
2021
Q3
$1.45M Buy
2021
Q2
$648K Buy
2021
Q1
$315K Hold
2020
Q4
$350K Sell
2020
Q3
$380K Sell
2020
Q2
$384K Buy
2020
Q1
$318K Buy