Wealthspire Advisors (Maryland)’s Vistra VST Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-2,340
| Closed | -$61K | – | 2047 |
|
|
2019
Q1 | $61K | Sell |
2,340
-1,215
| -34% | -$31.7K | ﹤0.01% | 832 |
|
|
2018
Q4 | $81K | Sell |
3,555
-537
| -13% | -$12.2K | 0.01% | 677 |
|
|
2018
Q3 | $102K | Sell |
4,092
-643
| -14% | -$16K | 0.01% | 677 |
|
|
2018
Q2 | $112K | Buy |
4,735
+4,033
| +575% | +$95.4K | 0.01% | 663 |
|
|
2018
Q1 | $15K | Sell |
702
-470
| -40% | -$10K | ﹤0.01% | 1413 |
|
|
2017
Q4 | $21K | Buy |
1,172
+1,160
| +9,667% | +$20.8K | ﹤0.01% | 1315 |
|
|
2017
Q3 | $0 | Buy |
+12
| New | – | ﹤0.01% | 2487 |
|