WBI Investments’s Vistra VST Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $404K | Buy |
+2,083
| New | +$404K | 0.1% | 186 |
|
2024
Q3 | – | Sell |
-7,775
| Closed | -$668K | – | 275 |
|
2024
Q2 | $668K | Buy |
+7,775
| New | +$668K | 0.16% | 106 |
|
2021
Q1 | – | Sell |
-197,638
| Closed | -$3.89M | – | 236 |
|
2020
Q4 | $3.89M | Sell |
197,638
-229,288
| -54% | -$4.51M | 0.59% | 38 |
|
2020
Q3 | $8.05M | Buy |
+426,926
| New | +$8.05M | 1.24% | 27 |
|