Systematic Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q3 | – | Sell |
-4,200
| Closed | -$395K | – | 670 |
|
|
2017
Q2 | $395K | Sell |
4,200
-8,660
| -67% | -$814K | 0.01% | 611 |
|
|
2017
Q1 | $1.03M | Sell |
12,860
-17,920
| -58% | -$1.43M | 0.02% | 590 |
|
|
2016
Q4 | $2.33M | Sell |
30,780
-3,640
| -11% | -$276K | 0.04% | 337 |
|
|
2016
Q3 | $2.51M | Buy |
34,420
+12,860
| +60% | +$937K | 0.04% | 320 |
|
|
2016
Q2 | $1.78M | Buy |
+21,560
| New | +$1.78M | 0.02% | 412 |
|