Geneos Wealth Management’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
-540
Closed -$20K 2671
2022
Q2
$20K Hold
540
﹤0.01% 1690
2022
Q1
$22K Buy
+540
New +$22K ﹤0.01% 1769
2021
Q3
Sell
-540
Closed -$31K 2922
2021
Q2
$31K Buy
+540
New +$31K ﹤0.01% 1706