Jacobs Levy Equity 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 | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-9,846
| Closed | -$309K | – | 1175 |
|
|
2020
Q1 | $309K | Buy |
9,846
+4,275
| +77% | +$134K | ﹤0.01% | 820 |
|
|
2019
Q4 | $257K | Buy |
+5,571
| New | +$257K | ﹤0.01% | 892 |
|
|
2017
Q1 | – | Sell |
-16,204
| Closed | -$1.23M | – | 1020 |
|
|
2016
Q4 | $1.23M | Sell |
16,204
-6,004
| -27% | -$455K | 0.02% | 514 |
|
|
2016
Q3 | $1.62M | Buy |
22,208
+11,316
| +104% | +$824K | 0.03% | 465 |
|
|
2016
Q2 | $900K | Buy |
10,892
+4,680
| +75% | +$387K | 0.02% | 617 |
|
|
2016
Q1 | $280K | Buy |
+6,212
| New | +$280K | 0.01% | 890 |
|