PMA
Prudent Man Advisors’s Vistra VST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2021
Q2 | – | Sell |
-32,493
| Closed | -$574K | – | 221 |
|
2021
Q1 | $574K | Buy |
32,493
+1,101
| +4% | +$19.5K | 0.24% | 84 |
|
2020
Q4 | $617K | Sell |
31,392
-441
| -1% | -$8.67K | 0.26% | 74 |
|
2020
Q3 | $600K | Buy |
31,833
+13,157
| +70% | +$248K | 0.32% | 68 |
|
2020
Q2 | $348K | Buy |
+18,676
| New | +$348K | 0.31% | 89 |
|