RWA
Ropes Wealth Advisors’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-87,214
| Closed | -$2.09M | – | 284 |
|
|
2023
Q1 | $2.09M | Hold |
87,214
| – | – | 0.38% | 68 |
|
|
2022
Q4 | $2.02M | Buy |
87,214
+235
| +0.3% | +$5.45K | 0.36% | 68 |
|
|
2022
Q3 | $1.83M | Hold |
86,979
| – | – | 0.38% | 68 |
|
|
2022
Q2 | $1.99M | Hold |
86,979
| – | – | 0.41% | 64 |
|
|
2022
Q1 | $2.02M | Buy |
+86,979
| New | +$2.02M | 0.35% | 74 |
|
|
2021
Q1 | – | Sell |
-34
| Closed | -$1K | – | 776 |
|
|
2020
Q4 | $1K | Buy |
+34
| New | +$1K | ﹤0.01% | 789 |
|