CAPTRUST Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-156
| Closed | -$6K | – | 4316 |
|
|
2022
Q2 | $6K | Buy |
156
+119
| +322% | +$4.58K | ﹤0.01% | 4027 |
|
|
2022
Q1 | $2K | Buy |
37
+16
| +76% | +$865 | ﹤0.01% | 4572 |
|
|
2021
Q4 | $1K | Hold |
21
| – | – | ﹤0.01% | 4663 |
|
|
2021
Q3 | $1K | Hold |
21
| – | – | ﹤0.01% | 4518 |
|
|
2021
Q2 | $1K | Hold |
21
| – | – | ﹤0.01% | 4409 |
|
|
2021
Q1 | $1K | Buy |
+21
| New | +$1K | ﹤0.01% | 4265 |
|