Phillips Wealth Planners’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-4,955
| Closed | -$335K | – | 181 |
|
|
2024
Q1 | $335K | Sell |
4,955
-3,663
| -43% | -$248K | 0.39% | 94 |
|
|
2023
Q4 | $340K | Sell |
8,618
-4,336
| -33% | -$171K | 0.41% | 85 |
|
|
2023
Q3 | $416K | Sell |
12,954
-1,519
| -10% | -$48.8K | 0.56% | 60 |
|
|
2023
Q2 | $380K | Buy |
14,473
+859
| +6% | +$22.5K | 0.5% | 75 |
|
|
2023
Q1 | $319K | Buy |
13,614
+153
| +1% | +$3.59K | 0.42% | 89 |
|
|
2022
Q4 | $310K | Buy |
+13,461
| New | +$310K | 0.54% | 69 |
|