LA
VIA
Lucus Advisors’s Via Renewables, Inc. Class A Common Stock VIA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q4 | – | Sell |
-23,033
| Closed | -$345K | – | 262 |
|
|
2017
Q3 | $345K | Buy |
23,033
+4,938
| +27% | +$74K | 0.49% | 159 |
|
|
2017
Q2 | $340K | Buy |
18,095
+5,121
| +39% | +$96.2K | 0.46% | 185 |
|
|
2017
Q1 | $415K | Buy |
+12,974
| New | +$415K | 0.38% | 42 |
|
|
2016
Q4 | – | Sell |
-13,150
| Closed | -$383K | – | 191 |
|
|
2016
Q3 | $383K | Buy |
13,150
+2,519
| +24% | +$73.4K | 0.33% | 194 |
|
|
2016
Q2 | $351K | Buy |
+10,631
| New | +$351K | 0.29% | 97 |
|