Wealthspire Advisors (Maryland)’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
Q2 | – | Sell |
-7
| Closed | – | – | 2221 |
|
|
2019
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2619 |
|
|
2018
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2599 |
|
|
2018
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 2545 |
|
|
2018
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 2628 |
|
|
2018
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 2677 |
|
|
2017
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 2637 |
|
|
2017
Q3 | $1K | Hold |
7
| – | – | ﹤0.01% | 2171 |
|
|
2017
Q2 | $1K | Sell |
7
-1
| -13% | -$143 | ﹤0.01% | 2141 |
|
|
2017
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 1865 |
|
|
2016
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 1696 |
|
|
2016
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 1676 |
|
|
2016
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 1642 |
|
|
2016
Q1 | $0 | Hold |
8
| – | – | ﹤0.01% | 1875 |
|
|
2015
Q4 | $0 | Buy |
+8
| New | – | ﹤0.01% | 1790 |
|