Capital Advisors Ltd’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-51
| Closed | -$1K | – | 1709 |
|
|
2024
Q1 | $1K | Hold |
51
| – | – | ﹤0.01% | 1317 |
|
|
2023
Q4 | $0 | Hold |
51
| – | – | ﹤0.01% | 1535 |
|
|
2023
Q3 | $0 | Hold |
51
| – | – | ﹤0.01% | 1524 |
|
|
2023
Q2 | $0 | Buy |
51
+1
| +2% | – | ﹤0.01% | 1596 |
|
|
2023
Q1 | $1K | Hold |
50
| – | – | ﹤0.01% | 1160 |
|
|
2022
Q4 | $1K | Hold |
50
| – | – | ﹤0.01% | 1149 |
|
|
2022
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 927 |
|