SWS
SYSTM Wealth Solutions’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-21,923
| Closed | -$1.53M | – | 962 |
|
|
2024
Q1 | $1.53M | Sell |
21,923
-37,102
| -63% | -$2.58M | 0.19% | 152 |
|
|
2023
Q4 | $2.27M | Sell |
59,025
-5,773
| -9% | -$222K | 0.31% | 93 |
|
|
2023
Q3 | $2.15M | Sell |
64,798
-19,867
| -23% | -$659K | 0.33% | 76 |
|
|
2023
Q2 | $2.22M | Buy |
84,665
+7,323
| +9% | +$192K | 0.3% | 86 |
|
|
2023
Q1 | $1.86M | Sell |
77,342
-2,173
| -3% | -$52.2K | 0.29% | 88 |
|
|
2022
Q4 | $1.84M | Buy |
+79,515
| New | +$1.84M | 0.23% | 125 |
|