Marcum Wealth’s Vistra VST Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-1,782	Closed	-$211K	–	434
2024 Q3	$211K	Buy	+1,782	New	+$211K	0.02%	356
2023 Q4	–	Sell	-6,238	Closed	-$207K	–	401
2023 Q3	$207K	Buy	+6,238	New	+$207K	0.02%	311