Bell Rock Capital’s Via Renewables Inc 8.75% Series A Preferred Stock VIASP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q1
Sell
-56,400
Closed -$1.45M 300
2019
Q4
$1.45M Buy
56,400
+1,000
+2% +$25K 1.25% 19
2019
Q3
$1.38M Buy
55,400
+1,150
+2% +$28.5K 1.22% 25
2019
Q2
$1.32M Sell
54,250
-3,700
-6% -$90.2K 1.16% 22
2019
Q1
$1.35M Buy
57,950
+500
+0.9% +$11.3K 0.78% 37
2018
Q4
$1.05M Buy
57,450
+4,050
+8% +$88.1K 0.7% 38
2018
Q3
$1.27M Buy
53,400
+3,750
+8% +$89.5K 0.62% 48
2018
Q2
$1.15M Buy
49,650
+300
+0.6% +$7.06K 0.58% 51
2018
Q1
$1.18M Buy
49,350
+6,300
+15% +$155K 0.63% 48
2017
Q4
$1.15M Buy
43,050
+2,750
+7% +$73.5K 0.62% 47
2017
Q3
$1.06M Sell
40,300
-1,000
-2% -$26.7K 0.6% 52
2017
Q2
$1.09M Buy
41,300
+11,300
+38% +$300K 0.67% 46
2017
Q1
$779K Buy
+30,000
New +$773K 0.72% 32