TWM
VIASP

Tradition Wealth Management’s Via Renewables Inc 8.75% Series A Preferred Stock VIASP Stock Holding History

Tradition Wealth Management’s Portfolio VIASP Stock Details VIASP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-600
Closed -$14K – 1215
2022
Q3 		$14K Hold
600
– – ﹤0.01% 854
2022
Q2 		$14K Hold
600
– – ﹤0.01% 744
2022
Q1 		$15K Hold
600
– – ﹤0.01% 801
2021
Q4 		$15K Hold
600
– – ﹤0.01% 807
2021
Q3 		$16K Hold
600
– – ﹤0.01% 784
2021
Q2 		$15K Buy
+600
New +$15.6K ﹤0.01% 837

Other funds holding VIASP

RFA
Register Financial Advisors Atlanta, Georgia $326M AUM 48.38% 1-Year Est. Return

Tradition Wealth Management's VIASP Position: Q4 2022 in Review

Tradition Wealth Management sold out of Via Renewables Inc 8.75% Series A Preferred Stock (VIASP) in Q4 2022, closing a stake of 600 shares — an estimated $14K sold.

Tradition Wealth Management first reported a position in VIASP in Q2 2021 and held it in 6 quarters. The position peaked at $16K in Q3 2021. 1 fund tracked by Wall St. Rank holds VIASP as of Q4 2022.

  • Tradition Wealth Management reported no remaining Via Renewables Inc 8.75% Series A Preferred Stock position as of Q4 2022 after selling out during the quarter.
  • Tradition Wealth Management sold 600 Via Renewables Inc 8.75% Series A Preferred Stock shares in Q4 2022, an estimated $14K.
  • Tradition Wealth Management first reported a position in Via Renewables Inc 8.75% Series A Preferred Stock in Q2 2021 and held it in 6 quarters.
  • Tradition Wealth Management's Via Renewables Inc 8.75% Series A Preferred Stock position peaked at $16K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Via Renewables Inc 8.75% Series A Preferred Stock as of Q4 2022.

Based on Tradition Wealth Management's 13F filing for Q4 2022, filed 3 Feb 2023.