Summit Wealth & Retirement Planning’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
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|
2022
Q4 | $271K | Sell |
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|
2022
Q3 | $246K | Hold |
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|
2022
Q2 | $268K | Sell |
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|
2022
Q1 | $286K | Sell |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $178K | Sell |
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|
2021
Q2 | $207K | Sell |
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|
2021
Q1 | $199K | Sell |
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|
2020
Q4 | $249K | Sell |
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|
2020
Q3 | $415K | Sell |
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|
2020
Q2 | $474K | Sell |
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|
2020
Q1 | $431K | Sell |
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|
2019
Q4 | $621K | Sell |
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|
2019
Q3 | $779K | Sell |
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|
2019
Q2 | $989K | Buy |
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