Perigon 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 | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q1 | – | Sell |
-438
| Closed | -$21K | – | 1059 |
|
|
2020
Q4 | $21K | Buy |
+438
| New | +$21K | ﹤0.01% | 1023 |
|
|
2018
Q2 | – | Sell |
-478
| Closed | -$28K | – | 633 |
|
|
2018
Q1 | $28K | Hold |
478
| – | – | 0.01% | 387 |
|
|
2017
Q4 | $30K | Hold |
478
| – | – | 0.01% | 358 |
|
|
2017
Q3 | $36K | Buy |
+478
| New | +$36K | 0.01% | 378 |
|