Creative Planning’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
2017
Q3
Sell
-53
Closed -$5K 3757
2017
Q2
$5K Buy
+53
New +$5K ﹤0.01% 3960
2016
Q4
Sell
-60
Closed -$4K 4637
2016
Q3
$4K Buy
+60
New +$4K ﹤0.01% 3910