Transform Wealth’s Vistra VST Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q3
Sell
2021
Q2
$1.97M Sell
2021
Q1
$4M Buy
2020
Q4
$3.97M Sell
2020
Q3
$6.55M Buy
2020
Q2
$6.31M Buy
2020
Q1
$848K Buy
2019
Q4
$1.19M Buy
2019
Q3
$1.36M Buy