TWA
TCI Wealth Advisors’s Vistra VST Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2022
Q1 | – | Sell |
-28
| Closed | -$1K | – | 2474 |
|
2021
Q4 | $1K | Buy |
+28
| New | +$1K | ﹤0.01% | 2249 |
|
2021
Q3 | – | Sell |
-28
| Closed | -$1K | – | 2569 |
|
2021
Q2 | $1K | Buy |
28
+3
| +12% | +$107 | ﹤0.01% | 2247 |
|
2021
Q1 | $0 | Hold |
25
| – | – | ﹤0.01% | 2217 |
|
2020
Q4 | $0 | Hold |
25
| – | – | ﹤0.01% | 1653 |
|
2020
Q3 | $0 | Buy |
+25
| New | – | ﹤0.01% | 1649 |
|
2020
Q1 | – | Sell |
-162
| Closed | -$4K | – | 1769 |
|
2019
Q4 | $4K | Hold |
162
| – | – | ﹤0.01% | 958 |
|
2019
Q3 | $4K | Hold |
162
| – | – | ﹤0.01% | 895 |
|
2019
Q2 | $4K | Hold |
162
| – | – | ﹤0.01% | 843 |
|
2019
Q1 | $4K | Hold |
162
| – | – | ﹤0.01% | 867 |
|
2018
Q4 | $4K | Sell |
162
-94
| -37% | -$2.32K | ﹤0.01% | 842 |
|
2018
Q3 | $6K | Buy |
+256
| New | +$6K | ﹤0.01% | 757 |
|