Sargent Bickham Lagudis’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 | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q4 | – | Sell |
-250
| Closed | -$33K | – | 891 |
|
|
2019
Q3 | $33K | Hold |
250
| – | – | ﹤0.01% | 400 |
|
|
2019
Q2 | $43K | Hold |
250
| – | – | 0.01% | 388 |
|
|
2019
Q1 | $41K | Hold |
250
| – | – | ﹤0.01% | 420 |
|
|
2018
Q4 | $35K | Hold |
250
| – | – | ﹤0.01% | 413 |
|
|
2018
Q3 | $46K | Hold |
250
| – | – | 0.01% | 379 |
|
|
2018
Q2 | $44K | Hold |
250
| – | – | 0.01% | 374 |
|
|
2018
Q1 | $50K | Hold |
250
| – | – | 0.01% | 363 |
|
|
2017
Q4 | $44K | Hold |
250
| – | – | 0.01% | 391 |
|
|
2017
Q3 | $46K | Hold |
250
| – | – | 0.01% | 382 |
|
|
2017
Q2 | $48K | Sell |
250
-250
| -50% | -$48K | 0.01% | 365 |
|
|
2017
Q1 | $61K | Hold |
500
| – | – | 0.01% | 332 |
|
|
2016
Q4 | $48K | Hold |
500
| – | – | 0.01% | 345 |
|
|
2016
Q3 | $54 | Hold |
500
| – | – | 0.01% | 338 |
|
|
2016
Q2 | $58K | Hold |
500
| – | – | 0.01% | 325 |
|
|
2016
Q1 | $57K | Buy |
+500
| New | +$57K | 0.01% | 346 |
|