Taylor Wealth Management Partners’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $8.35M | Sell |
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|
2022
Q1 | $8.78M | Sell |
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|
2021
Q4 | $8.89M | Buy |
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|
2021
Q3 | $6.6M | Sell |
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|
2021
Q2 | $7.98M | Sell |
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|
2021
Q1 | $8.18M | Sell |
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|
2020
Q4 | $9.6M | Buy |
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|
2020
Q3 | $7.5M | Sell |
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|
2020
Q2 | $7.41M | Sell |
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|
2020
Q1 | $6.43M | Sell |
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|
2019
Q4 | $10.2M | Sell |
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|
2019
Q3 | $12M | Sell |
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|
2019
Q2 | $10.2M | Buy |
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|
2019
Q1 | $11.7M | Sell |
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|
2018
Q4 | $10.3M | Buy |
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|
2018
Q3 | $11.2M | Buy |
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|
2018
Q2 | $10.5M | Buy |
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|
2018
Q1 | $5.5M | Buy |
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|
2017
Q4 | $4.53M | Buy |
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|
2017
Q3 | $4.58M | Sell |
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|
2017
Q2 | $4.26M | Buy |
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|
2017
Q1 | $318K | Buy |
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