Unison Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-9,012
| Closed | -$230K | – | 181 |
|
|
2022
Q4 | $230K | Buy |
9,012
+185
| +2% | +$4.73K | 0.03% | 173 |
|
|
2022
Q3 | $305K | Buy |
8,827
+2,374
| +37% | +$82K | 0.06% | 163 |
|
|
2022
Q2 | $247K | Buy |
+6,453
| New | +$247K | 0.06% | 170 |
|
|
2022
Q1 | – | Sell |
-6,214
| Closed | -$355K | – | 199 |
|
|
2021
Q4 | $355K | Buy |
6,214
+107
| +2% | +$6.11K | 0.09% | 149 |
|
|
2021
Q3 | $311K | Buy |
+6,107
| New | +$311K | 0.08% | 154 |
|