MRWM
ML&R Wealth Management’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $704K | Hold |
10,109
| – | – | 0.16% | 34 |
|
|
2023
Q4 | $389K | Buy |
10,109
+11
| +0.1% | +$424 | 0.09% | 54 |
|
|
2023
Q3 | $335K | Hold |
10,098
| – | – | 0.09% | 48 |
|
|
2023
Q2 | $265K | Sell |
10,098
-14
| -0.1% | -$368 | 0.06% | 77 |
|
|
2023
Q1 | $243K | Buy |
10,112
+8
| +0.1% | +$192 | 0.06% | 59 |
|
|
2022
Q4 | $234K | Sell |
10,104
-21
| -0.2% | -$487 | 0.07% | 48 |
|
|
2022
Q3 | $213K | Buy |
10,125
+43
| +0.4% | +$905 | 0.07% | 61 |
|
|
2022
Q2 | $230K | Buy |
10,082
+12
| +0.1% | +$274 | 0.1% | 45 |
|
|
2022
Q1 | $234K | Buy |
10,070
+70
| +0.7% | +$1.63K | 0.09% | 43 |
|
|
2021
Q4 | $228K | Buy |
+10,000
| New | +$228K | 0.08% | 43 |
|