A.D. Beadell Investment Counsel’s Viatris VTRS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q4 | – | Sell |
-13,475
| Closed | -$513K | – | 95 |
|
|
2016
Q3 | $513K | Sell |
13,475
-3,450
| -20% | -$131K | 0.43% | 66 |
|
|
2016
Q2 | $731K | Hold |
16,925
| – | – | 0.6% | 59 |
|
|
2016
Q1 | $784K | Hold |
16,925
| – | – | 0.72% | 50 |
|
|
2015
Q4 | $915K | Sell |
16,925
-9,625
| -36% | -$520K | 0.8% | 50 |
|
|
2015
Q3 | $1.07M | Buy |
+26,550
| New | +$1.07M | 0.96% | 40 |
|