Pinnacle Wealth Planning Services’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-10,190
| Closed | -$236K | – | 500 |
|
|
2022
Q4 | $236K | Buy |
10,190
+446
| +5% | +$10.3K | 0.04% | 316 |
|
|
2022
Q3 | $205K | Buy |
9,744
+22
| +0.2% | +$463 | 0.04% | 325 |
|
|
2022
Q2 | $222K | Buy |
9,722
+180
| +2% | +$4.11K | 0.04% | 316 |
|
|
2022
Q1 | $222K | Buy |
9,542
+443
| +5% | +$10.3K | 0.04% | 346 |
|
|
2021
Q4 | $207K | Buy |
+9,099
| New | +$207K | 0.04% | 357 |
|
|
2021
Q1 | – | Sell |
-322
| Closed | -$7K | – | 1904 |
|
|
2020
Q4 | $7K | Buy |
+322
| New | +$7K | ﹤0.01% | 1545 |
|