Berman Capital Advisors’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q3 | – | Sell |
-22
| Closed | – | – | 1823 |
|
|
2020
Q2 | $0 | Hold |
22
| – | – | ﹤0.01% | 1893 |
|
|
2020
Q1 | $0 | Hold |
22
| – | – | ﹤0.01% | 1724 |
|
|
2019
Q4 | $1K | Hold |
22
| – | – | ﹤0.01% | 1415 |
|
|
2019
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 1393 |
|
|
2019
Q2 | $1K | Hold |
22
| – | – | ﹤0.01% | 1410 |
|
|
2019
Q1 | $0 | Buy |
+22
| New | – | ﹤0.01% | 1516 |
|