Carson Wealth (CWM LLC)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-361
| Closed | -$7K | – | 4519 |
|
|
2023
Q1 | $7K | Sell |
361
-39
| -10% | -$756 | ﹤0.01% | 3178 |
|
|
2022
Q4 | $10K | Buy |
400
+366
| +1,076% | +$9.15K | ﹤0.01% | 2825 |
|
|
2022
Q3 | $1K | Sell |
34
-162
| -83% | -$4.77K | ﹤0.01% | 3817 |
|
|
2022
Q2 | $8K | Buy |
196
+44
| +29% | +$1.8K | ﹤0.01% | 2755 |
|
|
2022
Q1 | $6K | Buy |
+152
| New | +$6K | ﹤0.01% | 2790 |
|