TWM
VIA
Triton Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-16,864
| Closed | -$98.4K | – | 86 |
|
|
2022
Q4 | $98.4K | Sell |
16,864
-1,035
| -6% | -$6.04K | 0.06% | 79 |
|
|
2022
Q3 | $129K | Buy |
17,899
+231
| +1% | +$1.67K | 0.08% | 79 |
|
|
2022
Q2 | $145K | Sell |
17,668
-15,140
| -46% | -$124K | 0.1% | 78 |
|
|
2022
Q1 | $380K | Hold |
32,808
| – | – | 0.2% | 62 |
|
|
2021
Q4 | $380K | Sell |
32,808
-57
| -0.2% | -$660 | 0.2% | 62 |
|
|
2021
Q3 | $350K | Buy |
+32,865
| New | +$350K | 0.17% | 71 |
|
|
2021
Q2 | – | Sell |
-28,363
| Closed | -$304K | – | 131 |
|
|
2021
Q1 | $304K | Buy |
28,363
+2,172
| +8% | +$23.3K | 0.21% | 75 |
|
|
2020
Q4 | $251K | Buy |
26,191
+1,442
| +6% | +$13.8K | 0.16% | 68 |
|
|
2020
Q3 | $214K | Buy |
24,749
+2,759
| +13% | +$23.9K | 0.18% | 67 |
|
|
2020
Q2 | $168K | Buy |
+21,990
| New | +$168K | 0.17% | 74 |
|