IFP 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10
| Closed | -$70 | – | 3599 |
|
|
2023
Q2 | $70 | Buy |
+10
| New | +$70 | ﹤0.01% | 3369 |
|
|
2021
Q3 | – | Hold |
0
| – | – | – | 4789 |
|
|
2021
Q2 | – | Hold |
0
| – | – | – | 4588 |
|
|
2021
Q1 | – | Hold |
0
| – | – | – | 4449 |
|
|
2020
Q4 | – | Hold |
0
| – | – | – | 4239 |
|
|
2020
Q3 | – | Hold |
0
| – | – | – | 4080 |
|
|
2020
Q2 | – | Hold |
0
| – | – | – | 3888 |
|
|
2020
Q1 | – | Hold |
0
| – | – | – | 3780 |
|
|
2019
Q4 | – | Sell |
-40
| Closed | -$2K | – | 3731 |
|
|
2019
Q3 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 2736 |
|
|
2019
Q1 | $2K | Buy |
+40
| New | +$2K | ﹤0.01% | 2136 |
|
|
2018
Q4 | – | Sell |
-164
| Closed | -$7K | – | 3870 |
|
|
2018
Q3 | $7K | Sell |
164
-86
| -34% | -$3.67K | ﹤0.01% | 3045 |
|
|
2018
Q2 | $12K | Buy |
+250
| New | +$12K | ﹤0.01% | 2760 |
|
|
2016
Q2 | – | Sell |
-80
| Closed | -$2K | – | 4247 |
|
|
2016
Q1 | $2K | Buy |
+80
| New | +$2K | ﹤0.01% | 2136 |
|