LWMM
Legacy Wealth Management (Mississippi)’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-80,575
| Closed | -$2.12M | – | 77 |
|
|
2023
Q2 | $2.12M | Hold |
80,575
| – | – | 1.06% | 30 |
|
|
2023
Q1 | $1.93M | Hold |
80,575
| – | – | 1.07% | 27 |
|
|
2022
Q4 | $1.87M | Sell |
80,575
-250
| -0.3% | -$5.8K | 1.11% | 25 |
|
|
2022
Q3 | $1.7M | Sell |
80,825
-575
| -0.7% | -$12.1K | 1.15% | 29 |
|
|
2022
Q2 | $1.86M | Sell |
81,400
-3,600
| -4% | -$82.3K | 1.13% | 29 |
|
|
2022
Q1 | $1.98M | Sell |
85,000
-3
| -0% | -$70 | 1.03% | 27 |
|
|
2021
Q4 | $1.94M | Buy |
85,003
+253
| +0.3% | +$5.76K | 0.99% | 29 |
|
|
2021
Q3 | $1.45M | Buy |
84,750
+49,805
| +143% | +$852K | 0.78% | 39 |
|
|
2021
Q2 | $648K | Buy |
34,945
+17,130
| +96% | +$318K | 0.36% | 62 |
|
|
2021
Q1 | $315K | Hold |
17,815
| – | – | 0.19% | 82 |
|
|
2020
Q4 | $350K | Sell |
17,815
-2,334
| -12% | -$45.9K | 0.22% | 79 |
|
|
2020
Q3 | $380K | Sell |
20,149
-495
| -2% | -$9.34K | 0.26% | 74 |
|
|
2020
Q2 | $384K | Buy |
20,644
+720
| +4% | +$13.4K | 0.29% | 73 |
|
|
2020
Q1 | $318K | Buy |
+19,924
| New | +$318K | 0.3% | 74 |
|