USWIA
UP Strategic Wealth Investment Advisors’s Vistra VST Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Buy |
1,829
+16
| +0.9% | +$3.1K | 0.28% | 57 |
|
|
2025
Q1 | $213K | Sell |
1,813
-189
| -9% | -$22.2K | 0.19% | 80 |
|
|
2024
Q4 | $276K | Sell |
2,002
-164
| -8% | -$22.6K | 0.28% | 61 |
|
|
2024
Q3 | $257K | Buy |
+2,166
| New | +$257K | 0.29% | 63 |
|
|
2024
Q2 | – | Sell |
-3,924
| Closed | -$273K | – | 64 |
|
|
2024
Q1 | $273K | Buy |
+3,924
| New | +$273K | 0.45% | 47 |
|