TFO Wealth Partners’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-22
| Closed | -$1.53K | – | 730 |
|
|
2024
Q1 | $1.53K | Hold |
22
| – | – | ﹤0.01% | 128 |
|
|
2023
Q4 | $847 | Sell |
22
-16
| -42% | -$616 | ﹤0.01% | 229 |
|
|
2023
Q3 | $998 | Buy |
38
+16
| +73% | +$420 | ﹤0.01% | 285 |
|
|
2023
Q2 | $578 | Hold |
22
| – | – | ﹤0.01% | 261 |
|
|
2023
Q1 | $528 | Buy |
22
+21
| +2,100% | +$504 | ﹤0.01% | 237 |
|
|
2022
Q4 | $131 | Buy |
+1
| New | +$131 | ﹤0.01% | 714 |
|