ML&R Wealth Management’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
$704K Hold
2023
Q4
$389K Buy
2023
Q3
$335K Hold
2023
Q2
$265K Sell
2023
Q1
$243K Buy
2022
Q4
$234K Sell
2022
Q3
$213K Buy
2022
Q2
$230K Buy
2022
Q1
$234K Buy
2021
Q4
$228K Buy