TW
Transform Wealth’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-106,219
| Closed | -$1.97M | – | 239 |
|
|
2021
Q2 | $1.97M | Sell |
106,219
-120,323
| -53% | -$2.23M | 0.24% | 94 |
|
|
2021
Q1 | $4.01M | Buy |
226,542
+24,711
| +12% | +$437K | 0.8% | 46 |
|
|
2020
Q4 | $3.97M | Sell |
201,831
-145,394
| -42% | -$2.86M | 0.83% | 42 |
|
|
2020
Q3 | $6.55M | Buy |
347,225
+8,241
| +2% | +$155K | 1.06% | 31 |
|
|
2020
Q2 | $6.31M | Buy |
338,984
+285,857
| +538% | +$5.32M | 1.08% | 28 |
|
|
2020
Q1 | $848K | Buy |
53,127
+1,190
| +2% | +$19K | 0.18% | 114 |
|
|
2019
Q4 | $1.19M | Buy |
51,937
+1,181
| +2% | +$27.2K | 0.19% | 109 |
|
|
2019
Q3 | $1.36M | Buy |
+50,756
| New | +$1.36M | 0.24% | 105 |
|