BA
VIA
Bard Associates’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-22,819
| Closed | -$419K | – | 195 |
|
|
2023
Q1 | $419K | Sell |
22,819
-99,426
| -81% | -$1.83M | 0.17% | 124 |
|
|
2022
Q4 | $625K | Sell |
122,245
-17,950
| -13% | -$91.7K | 0.27% | 105 |
|
|
2022
Q3 | $969K | Sell |
140,195
-300
| -0.2% | -$2.07K | 0.44% | 80 |
|
|
2022
Q2 | $1.08M | Sell |
140,495
-3,200
| -2% | -$24.5K | 0.46% | 77 |
|
|
2022
Q1 | $1.18M | Sell |
143,695
-1,900
| -1% | -$15.7K | 0.42% | 85 |
|
|
2021
Q4 | $1.66M | Sell |
145,595
-2,400
| -2% | -$27.4K | 0.55% | 64 |
|
|
2021
Q3 | $1.51M | Hold |
147,995
| – | – | 0.51% | 80 |
|
|
2021
Q2 | $1.68M | Sell |
147,995
-400
| -0.3% | -$4.53K | 0.55% | 77 |
|
|
2021
Q1 | $1.59M | Hold |
148,395
| – | – | 0.57% | 68 |
|
|
2020
Q4 | $1.42M | Sell |
148,395
-100
| -0.1% | -$957 | 0.56% | 67 |
|
|
2020
Q3 | $1.24M | Sell |
148,495
-3,400
| -2% | -$28.3K | 0.65% | 57 |
|
|
2020
Q2 | $1.07M | Sell |
151,895
-4,600
| -3% | -$32.5K | 0.6% | 64 |
|
|
2020
Q1 | $981K | Buy |
156,495
+520
| +0.3% | +$3.26K | 0.72% | 50 |
|
|
2019
Q4 | $1.44M | Sell |
155,975
-3,200
| -2% | -$29.5K | 0.73% | 55 |
|
|
2019
Q3 | $1.68M | Sell |
159,175
-6,600
| -4% | -$69.6K | 0.85% | 40 |
|
|
2019
Q2 | $1.86M | Sell |
165,775
-1,000
| -0.6% | -$11.2K | 0.93% | 34 |
|
|
2019
Q1 | $1.49M | Sell |
166,775
-1,525
| -0.9% | -$13.6K | 0.75% | 52 |
|
|
2018
Q4 | $1.25M | Sell |
168,300
-2,900
| -2% | -$21.5K | 0.72% | 52 |
|
|
2018
Q3 | $1.41M | Hold |
171,200
| – | – | 0.65% | 58 |
|
|
2018
Q2 | $1.67M | Sell |
171,200
-3,400
| -2% | -$33.1K | 0.77% | 48 |
|
|
2018
Q1 | $2.07M | Sell |
174,600
-6,250
| -3% | -$74.1K | 1.03% | 24 |
|
|
2017
Q4 | $2.24M | Sell |
180,850
-1,180
| -0.6% | -$14.6K | 1.08% | 25 |
|
|
2017
Q3 | $2.73M | Sell |
182,030
-300
| -0.2% | -$4.5K | 1.27% | 21 |
|
|
2017
Q2 | $3.43M | Buy |
182,330
+90,615
| +99% | +$1.7M | 1.55% | 12 |
|
|
2017
Q1 | $2.93M | Buy |
91,715
+700
| +0.8% | +$22.4K | 1.36% | 15 |
|
|
2016
Q4 | $2.76M | Sell |
91,015
-3,600
| -4% | -$109K | 1.28% | 20 |
|
|
2016
Q3 | $2.76M | Sell |
94,615
-1,905
| -2% | -$55.5K | 1.35% | 16 |
|
|
2016
Q2 | $3.19M | Sell |
96,520
-2,070
| -2% | -$68.4K | 1.69% | 10 |
|
|
2016
Q1 | $1.78M | Sell |
98,590
-9,327
| -9% | -$168K | 1.02% | 30 |
|
|
2015
Q4 | $2.24M | Sell |
107,917
-4,050
| -4% | -$83.9K | 1.32% | 17 |
|
|
2015
Q3 | $1.85M | Sell |
111,967
-1,550
| -1% | -$25.7K | 1.07% | 28 |
|
|
2015
Q2 | $1.79M | Sell |
113,517
-4,050
| -3% | -$63.8K | 0.89% | 41 |
|
|
2015
Q1 | $1.73M | Sell |
117,567
-2,200
| -2% | -$32.4K | 0.83% | 48 |
|
|
2014
Q4 | $1.69M | Buy |
119,767
+500
| +0.4% | +$7.05K | 0.79% | 48 |
|
|
2014
Q3 | $2.07M | Buy |
+119,267
| New | +$2.07M | 0.97% | 34 |
|